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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $400,000 | +11.7% | 4,307 | 0.0% | 0.10% | +3.1% |
| Q3 2021 | $358,000 | 0.0% | 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% | 6,336 | 0.0% | 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 | $210,000 | – | 2,265 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |