ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 144 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $244,000 | +22.0% | 2,732 | +18.2% | 0.02% | +26.7% |
| Q1 2017 | $200,000 | -42.9% | 2,311 | -47.3% | 0.02% | -44.4% |
| Q2 2016 | $350,000 | +5.1% | 4,382 | +0.0% | 0.03% | -6.9% |
| Q1 2016 | $333,000 | -29.9% | 4,380 | -35.9% | 0.03% | -25.6% |
| Q4 2015 | $475,000 | -99.8% | 6,830 | +141.6% | 0.04% | +160.0% |
| Q4 2014 | $213,184,000 | – | 2,827 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |