ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 233 filers reported holding ISHARES TR in Q4 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 | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |