Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 246 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,430,172
+5.4%
23,663
-1.1%
0.09%
-4.1%
Q1 2024$2,305,991
+3.5%
23,926
+0.3%
0.10%
-4.9%
Q4 2023$2,227,249
+17.4%
23,864
+0.3%
0.10%
+1.0%
Q3 2023$1,897,252
-6.6%
23,781
+0.3%
0.10%
-3.8%
Q2 2023$2,030,837
+127.3%
23,716
+106.0%
0.11%
+103.8%
Q1 2023$893,411
-1.3%
11,512
+0.2%
0.05%
-5.5%
Q4 2022$904,978
+7.5%
11,492
-3.5%
0.06%
-8.3%
Q3 2022$842,000
-9.4%
11,914
+0.2%
0.06%
-10.4%
Q2 2022$929,000
+5.2%
11,885
+0.1%
0.07%0.0%
Q1 2022$883,000
-11.9%
11,868
+0.1%
0.07%
-5.6%
Q4 2021$1,002,000
-7.8%
11,853
+0.1%
0.07%
-6.6%
Q3 2021$1,087,000
-46.1%
11,836
-49.9%
0.08%
+1.3%
Q2 2021$2,016,000
+112.9%
23,632
+101.5%
0.08%
-3.8%
Q1 2021$947,000
+5.2%
11,727
-4.8%
0.08%
-8.2%
Q4 2020$900,000
+14.5%
12,318
+101.9%
0.08%
-8.6%
Q3 2020$786,000
+4.5%
6,100
+0.2%
0.09%
-1.1%
Q2 2020$752,000
+14.3%
6,088
+0.2%
0.09%
-7.8%
Q1 2020$658,000
-12.5%
6,078
+0.3%
0.10%
+9.7%
Q4 2019$752,000
+15.0%
6,060
+3.6%
0.09%
+1.1%
Q3 2019$654,000
+11.4%
5,851
+10.9%
0.09%
+9.5%
Q2 2019$587,000
+2.6%
5,276
+0.2%
0.08%
-1.2%
Q1 2019$572,000
+12.6%
5,266
+0.2%
0.08%
+13.3%
Q4 2018$508,000
-7.0%
5,254
-7.8%
0.08%
-7.4%
Q3 2018$546,000
+20.0%
5,700
+26.6%
0.08%
+14.1%
Q2 2018$455,000
+48.2%
4,504
+43.3%
0.07%
+34.0%
Q1 2018$307,0003,1440.05%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Dunhill Financial, LLC 237,094$19,844,74913.03%
Francis Financial, Inc. 134,716$11,339,0436.13%
Ulrich Consultants & Investment Group, LLC 24,810$2,088,2585.05%
First Affirmative Financial Network 49,796$4,191,3384.19%
HILL ISLAND FINANCIAL LLC 109,165$9,188,4233.48%
Laurel Wealth Planning LLC 45,566$3,8352.74%
Mascoma Wealth Management LLC 103,032$8,793,7462.70%
McClarren Financial Advisors, Inc. 30,939$2,6042.15%
Columbia Trust Co 01012016 39,875$3,356,2791.88%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,129$3,714,3381.59%
View complete list of ISHARES TR shareholders