ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 74 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $416,000 | +6.7% | 5,497 | 0.0% | 0.26% | +0.8% |
| Q3 2015 | $390,000 | -6.7% | 5,497 | 0.0% | 0.25% | -0.4% |
| Q2 2015 | $418,000 | -1.6% | 5,497 | 0.0% | 0.26% | -1.9% |
| Q1 2015 | $425,000 | -8.6% | 5,497 | -9.4% | 0.26% | -10.0% |
| Q4 2014 | $465,000 | +4.5% | 6,067 | 0.0% | 0.29% | -8.5% |
| Q3 2014 | $445,000 | +0.2% | 6,067 | 0.0% | 0.32% | +3.9% |
| Q2 2014 | $444,000 | +4.2% | 6,067 | 0.0% | 0.30% | +1.7% |
| Q1 2014 | $426,000 | +1.7% | 6,067 | 0.0% | 0.30% | +7.2% |
| Q4 2013 | $419,000 | -15.9% | 6,067 | -23.3% | 0.28% | -20.1% |
| Q3 2013 | $498,000 | 0.0% | 7,908 | -4.2% | 0.35% | -5.7% |
| Q2 2013 | $498,000 | -3.7% | 8,259 | -7.1% | 0.37% | -2.6% |
| Q1 2013 | $517,000 | – | 8,893 | – | 0.38% | – |
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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% |