ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 90 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,578 | -0.9% | 2,931 | +2.5% | 0.03% | +3.4% |
| Q2 2023 | $240,691 | +9.6% | 2,860 | +1.6% | 0.03% | 0.0% |
| Q1 2023 | $219,587 | +8.6% | 2,816 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $202,130 | -14.0% | 2,816 | -19.7% | 0.03% | -22.2% |
| Q3 2022 | $235,000 | -6.7% | 3,509 | 0.0% | 0.04% | -5.3% |
| Q2 2022 | $252,000 | -13.4% | 3,509 | +4.5% | 0.04% | -2.6% |
| Q1 2022 | $291,000 | -6.7% | 3,358 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $312,000 | +11.8% | 3,358 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $279,000 | +0.4% | 3,358 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $278,000 | +8.6% | 3,358 | 0.0% | 0.04% | +2.7% |
| Q1 2021 | $256,000 | +6.7% | 3,358 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $240,000 | +14.3% | 3,358 | +105.0% | 0.04% | -7.1% |
| Q3 2020 | $210,000 | +8.8% | 1,638 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $193,000 | +21.4% | 1,638 | +0.6% | 0.04% | +7.9% |
| Q1 2020 | $159,000 | -16.8% | 1,629 | +2.6% | 0.04% | +5.6% |
| Q4 2019 | $191,000 | +29.9% | 1,587 | +19.7% | 0.04% | +20.0% |
| Q3 2019 | $147,000 | +1.4% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $145,000 | +3.6% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $140,000 | +13.8% | 1,326 | 0.0% | 0.03% | +7.1% |
| Q4 2018 | $123,000 | -8.2% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $134,000 | +3.1% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $130,000 | 0.0% | 1,326 | 0.0% | 0.03% | +3.7% |
| Q4 2017 | $130,000 | +5.7% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $123,000 | +4.2% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $118,000 | +2.6% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $115,000 | +5.5% | 1,326 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $109,000 | +5.8% | 1,326 | 0.0% | 0.03% | -6.9% |
| Q2 2016 | $103,000 | +1.0% | 1,326 | 0.0% | 0.03% | -21.6% |
| Q1 2016 | $102,000 | +2.0% | 1,326 | 0.0% | 0.04% | -2.6% |
| Q4 2015 | $100,000 | +6.4% | 1,326 | 0.0% | 0.04% | -5.0% |
| Q3 2015 | $94,000 | -6.9% | 1,326 | 0.0% | 0.04% | +5.3% |
| Q2 2015 | $101,000 | -1.0% | 1,326 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $102,000 | 0.0% | 1,326 | 0.0% | 0.04% | -4.9% |
| Q4 2014 | $102,000 | +5.2% | 1,326 | 0.0% | 0.04% | -6.8% |
| Q3 2014 | $97,000 | 0.0% | 1,326 | 0.0% | 0.04% | -6.4% |
| Q2 2014 | $97,000 | +4.3% | 1,326 | 0.0% | 0.05% | -4.1% |
| Q1 2014 | $93,000 | +1.1% | 1,326 | 0.0% | 0.05% | -2.0% |
| Q4 2013 | $92,000 | +9.5% | 1,326 | 0.0% | 0.05% | -3.8% |
| Q3 2013 | $84,000 | +5.0% | 1,326 | 0.0% | 0.05% | -5.5% |
| Q2 2013 | $80,000 | – | 1,326 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |