ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $304,000 | +8.2% | 2,534 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $281,000 | +1.4% | 2,534 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $277,000 | +3.7% | 2,534 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $267,000 | -65.1% | 2,534 | -69.2% | 0.00% | -66.7% |
| Q4 2018 | $765,000 | -12.9% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $878,000 | +5.8% | 8,224 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $830,000 | +3.2% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $804,000 | -0.5% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $808,000 | +5.8% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $764,000 | +3.9% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $735,000 | +2.9% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $714,000 | +5.5% | 8,224 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $677,000 | -8.0% | 8,224 | -10.1% | 0.00% | 0.0% |
| Q3 2016 | $736,000 | +4.1% | 9,146 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $707,000 | +1.0% | 9,146 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $700,000 | -42.1% | 9,146 | -42.8% | 0.01% | -44.4% |
| Q4 2015 | $1,210,000 | +6.7% | 15,985 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $1,134,000 | -6.7% | 15,985 | 0.0% | 0.01% | +28.6% |
| Q2 2015 | $1,216,000 | – | 15,985 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |