Community Financial Services Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Community Financial Services Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$400,000
+11.7%
4,3070.0%0.10%
+3.1%
Q3 2021$358,0000.0%4,307
-0.4%
0.10%
-3.0%
Q2 2021$358,000
-63.7%
4,325
-66.5%
0.10%
-65.8%
Q1 2021$987,000
+8.3%
12,920
+1.4%
0.29%
+1.7%
Q4 2020$911,000
+10.7%
12,745
+98.2%
0.29%
-5.6%
Q3 2020$823,000
+13.2%
6,431
+4.5%
0.30%
+10.1%
Q2 2020$727,000
+20.0%
6,156
-1.0%
0.28%
+34.0%
Q1 2020$606,000
-13.7%
6,216
+6.4%
0.21%
+13.2%
Q4 2019$702,000
+9.3%
5,841
+0.9%
0.18%
-2.2%
Q3 2019$642,000
-7.4%
5,791
-8.6%
0.19%
-21.5%
Q2 2019$693,000
+3.7%
6,3360.0%0.24%
+4.4%
Q1 2019$668,000
+71.7%
6,336
+51.6%
0.23%
+54.4%
Q4 2018$389,000
-11.6%
4,179
+1.3%
0.15%
-2.0%
Q3 2018$440,000
+26.8%
4,124
+19.9%
0.15%
+21.0%
Q2 2018$347,000
-14.1%
3,440
-16.7%
0.12%
-21.5%
Q1 2018$404,000
+12.8%
4,130
+13.5%
0.16%
+13.7%
Q4 2017$358,000
+70.5%
3,640
+60.7%
0.14%
+61.6%
Q3 2017$210,0002,2650.09%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders