ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 203 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $646,000 | -15.0% | 7,456 | -8.9% | 0.07% | +7.7% |
| Q4 2021 | $760,000 | +11.6% | 8,180 | 0.0% | 0.06% | -1.5% |
| Q3 2021 | $681,000 | +17.2% | 8,180 | +16.7% | 0.07% | -27.5% |
| Q2 2021 | $581,000 | +117.6% | 7,012 | +187.6% | 0.09% | +12.3% |
| Q2 2019 | $267,000 | +30.9% | 2,438 | +26.2% | 0.08% | +17.4% |
| Q1 2019 | $204,000 | -1.0% | 1,932 | 0.0% | 0.07% | -1.4% |
| Q3 2018 | $206,000 | -26.7% | 1,932 | -32.9% | 0.07% | -30.0% |
| Q1 2018 | $281,000 | -0.7% | 2,880 | +0.1% | 0.10% | -2.9% |
| Q4 2017 | $283,000 | +6.0% | 2,878 | +0.3% | 0.10% | -3.7% |
| Q3 2017 | $267,000 | +4.3% | 2,870 | +0.1% | 0.11% | +1.9% |
| Q2 2017 | $256,000 | +17.4% | 2,867 | +14.0% | 0.10% | +22.1% |
| Q1 2017 | $218,000 | -22.4% | 2,515 | -26.3% | 0.09% | -25.2% |
| Q4 2016 | $281,000 | +1.4% | 3,413 | -0.9% | 0.12% | -0.9% |
| Q3 2016 | $277,000 | +4.1% | 3,444 | 0.0% | 0.12% | -1.7% |
| Q2 2016 | $266,000 | +0.8% | 3,444 | 0.0% | 0.12% | +0.9% |
| Q1 2016 | $264,000 | -0.4% | 3,444 | -1.6% | 0.12% | +12.5% |
| Q4 2015 | $265,000 | -6.0% | 3,500 | -5.5% | 0.10% | -15.4% |
| Q2 2015 | $282,000 | -1.4% | 3,704 | 0.0% | 0.12% | +3.4% |
| Q1 2015 | $286,000 | +0.7% | 3,704 | 0.0% | 0.12% | +14.4% |
| Q4 2014 | $284,000 | +4.4% | 3,704 | 0.0% | 0.10% | -10.3% |
| Q3 2014 | $272,000 | -1.4% | 3,704 | -1.8% | 0.12% | 0.0% |
| Q2 2014 | $276,000 | +4.2% | 3,772 | 0.0% | 0.12% | 0.0% |
| Q1 2014 | $265,000 | +1.5% | 3,772 | 0.0% | 0.12% | +8.4% |
| Q4 2013 | $261,000 | +9.7% | 3,772 | 0.0% | 0.11% | -2.7% |
| Q3 2013 | $238,000 | +4.4% | 3,772 | 0.0% | 0.11% | +4.8% |
| Q2 2013 | $228,000 | – | 3,772 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |