ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 144 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $380,000 | +80.1% | 2,969 | +69.5% | 0.01% | +85.7% |
| Q4 2019 | $211,000 | -73.6% | 1,752 | -75.8% | 0.01% | -75.0% |
| Q3 2019 | $799,000 | +4.9% | 7,240 | +3.9% | 0.03% | +7.7% |
| Q2 2019 | $762,000 | +2.6% | 6,969 | -0.7% | 0.03% | +4.0% |
| Q1 2019 | $743,000 | -4.4% | 7,020 | -15.9% | 0.02% | -19.4% |
| Q4 2018 | $777,000 | +167.0% | 8,344 | +205.5% | 0.03% | +210.0% |
| Q3 2018 | $291,000 | +30.5% | 2,731 | +23.2% | 0.01% | +25.0% |
| Q2 2018 | $223,000 | +8.8% | 2,216 | +5.5% | 0.01% | 0.0% |
| Q1 2018 | $205,000 | 0.0% | 2,100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $205,000 | -77.4% | 2,100 | -79.3% | 0.01% | -80.0% |
| Q2 2017 | $907,000 | +6.2% | 10,142 | +3.0% | 0.04% | -9.1% |
| Q1 2017 | $854,000 | +27.3% | 9,842 | +20.9% | 0.04% | +29.4% |
| Q4 2016 | $671,000 | +50.1% | 8,142 | +46.6% | 0.03% | +41.7% |
| Q3 2016 | $447,000 | -3.2% | 5,554 | -7.1% | 0.02% | -7.7% |
| Q2 2016 | $462,000 | +0.9% | 5,979 | 0.0% | 0.03% | +4.0% |
| Q1 2016 | $458,000 | +1.3% | 5,979 | 0.0% | 0.02% | +8.7% |
| Q4 2015 | $452,000 | +6.4% | 5,979 | -0.4% | 0.02% | 0.0% |
| Q3 2015 | $425,000 | -4.5% | 6,002 | +3.4% | 0.02% | +15.0% |
| Q2 2015 | $445,000 | +18.4% | 5,802 | +19.1% | 0.02% | -20.0% |
| Q1 2015 | $376,000 | +0.5% | 4,872 | 0.0% | 0.02% | -7.4% |
| Q4 2014 | $374,000 | +4.2% | 4,872 | 0.0% | 0.03% | -3.6% |
| Q3 2014 | $359,000 | +0.6% | 4,872 | 0.0% | 0.03% | +7.7% |
| Q2 2014 | $357,000 | +7.2% | 4,872 | +2.4% | 0.03% | +4.0% |
| Q1 2014 | $333,000 | +54.9% | 4,760 | +53.3% | 0.02% | +47.1% |
| Q4 2013 | $215,000 | – | 3,105 | – | 0.02% | – |
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% |