ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 222 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,951,000 | +20.1% | 116,848 | +10.8% | 0.28% | +6.9% |
| Q2 2020 | $12,445,000 | +39.5% | 105,446 | +15.1% | 0.26% | +14.0% |
| Q1 2020 | $8,924,000 | -12.6% | 91,627 | +7.7% | 0.23% | -0.4% |
| Q4 2019 | $10,216,000 | +26.1% | 85,038 | +16.4% | 0.23% | +12.3% |
| Q3 2019 | $8,101,000 | +16.6% | 73,039 | +15.0% | 0.20% | +9.1% |
| Q2 2019 | $6,949,000 | +29.6% | 63,538 | +25.0% | 0.19% | +21.4% |
| Q1 2019 | $5,360,000 | +48.4% | 50,816 | +30.9% | 0.15% | +30.5% |
| Q4 2018 | $3,611,000 | +35.3% | 38,826 | +55.4% | 0.12% | +53.2% |
| Q3 2018 | $2,669,000 | +75.5% | 24,988 | +65.9% | 0.08% | +63.8% |
| Q2 2018 | $1,521,000 | +62.2% | 15,064 | +56.9% | 0.05% | +56.7% |
| Q1 2018 | $938,000 | +332.3% | 9,600 | +335.6% | 0.03% | +328.6% |
| Q4 2017 | $217,000 | – | 2,204 | – | 0.01% | – |
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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% |