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 ↓ |
|---|---|---|---|
| C-J Advisory, Inc. | 22,794 | $2,173,000 | 1.58% |
| Cribstone Capital Management, LLC | 24,763 | $2,420,000 | 1.19% |
| Boston Standard Wealth Management, LLC | 18,789 | $1,836,000,000 | 1.15% |
| Gibson Capital, LLC | 32,723 | $3,191,000 | 1.14% |
| Litman Gregory Wealth Management LLC | 27,808 | $2,717,000 | 1.11% |
| Patriot Wealth Management, Inc. | 53,952 | $5,272,000 | 0.75% |
| Frontier Wealth Management LLC | 52,043 | $5,086,000 | 0.71% |
| PEOPLES BANK /OH | 9,250 | $904,000 | 0.53% |
| Shepherd Financial Partners LLC | 12,758 | $1,247,000 | 0.31% |
| Vivaldi Capital Management LP | 3,863 | $377,000 | 0.28% |