ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 66 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $763,000 | +3.5% | 8,971 | +13.1% | 0.10% | +9.1% |
Q4 2021 | $737,000 | +26.2% | 7,932 | +13.0% | 0.09% | +17.3% |
Q3 2021 | $584,000 | +0.3% | 7,021 | 0.0% | 0.08% | 0.0% |
Q2 2021 | $582,000 | +75.8% | 7,021 | +61.8% | 0.08% | +66.7% |
Q1 2021 | $331,000 | +6.8% | 4,340 | 0.0% | 0.04% | +2.3% |
Q4 2020 | $310,000 | +17.0% | 4,340 | +109.3% | 0.04% | +10.0% |
Q3 2020 | $265,000 | +12.8% | 2,074 | +4.4% | 0.04% | +8.1% |
Q2 2020 | $235,000 | +23.0% | 1,987 | +1.4% | 0.04% | +2.8% |
Q1 2020 | $191,000 | -18.7% | 1,959 | 0.0% | 0.04% | -2.7% |
Q4 2019 | $235,000 | +502.6% | 1,959 | +459.7% | 0.04% | +516.7% |
Q3 2019 | $39,000 | -46.6% | 350 | -47.7% | 0.01% | -53.8% |
Q2 2019 | $73,000 | +4.3% | 669 | +0.3% | 0.01% | 0.0% |
Q1 2019 | $70,000 | +12.9% | 667 | +0.5% | 0.01% | 0.0% |
Q4 2018 | $62,000 | -12.7% | 664 | +0.5% | 0.01% | -7.1% |
Q3 2018 | $71,000 | +4.4% | 661 | -1.6% | 0.01% | -6.7% |
Q2 2018 | $68,000 | +3.0% | 672 | -1.2% | 0.02% | 0.0% |
Q1 2018 | $66,000 | -1.5% | 680 | -0.9% | 0.02% | -21.1% |
Q4 2017 | $67,000 | +6.3% | 686 | +0.3% | 0.02% | 0.0% |
Q3 2017 | $63,000 | -16.0% | 684 | -18.3% | 0.02% | -24.0% |
Q2 2017 | $75,000 | -70.9% | 837 | -71.9% | 0.02% | -68.4% |
Q1 2017 | $258,000 | +16.7% | 2,974 | +10.8% | 0.08% | +11.3% |
Q4 2016 | $221,000 | +3.3% | 2,685 | +0.8% | 0.07% | +12.7% |
Q3 2016 | $214,000 | +31.3% | 2,664 | +26.0% | 0.06% | +31.2% |
Q2 2016 | $163,000 | +1.2% | 2,114 | +0.4% | 0.05% | 0.0% |
Q1 2016 | $161,000 | +1.9% | 2,106 | +0.9% | 0.05% | -4.0% |
Q4 2015 | $158,000 | +6.8% | 2,088 | +0.4% | 0.05% | -3.8% |
Q3 2015 | $148,000 | +78.3% | 2,079 | +93.9% | 0.05% | +57.6% |
Q1 2015 | $83,000 | +1.2% | 1,072 | +0.4% | 0.03% | -2.9% |
Q4 2014 | $82,000 | +5.1% | 1,068 | +0.3% | 0.03% | -2.9% |
Q3 2014 | $78,000 | +4.0% | 1,065 | +0.3% | 0.04% | -20.5% |
Q1 2014 | $75,000 | +2.7% | 1,062 | +0.3% | 0.04% | -13.7% |
Q4 2013 | $73,000 | +10.6% | 1,059 | +0.8% | 0.05% | -17.7% |
Q3 2013 | $66,000 | +4.8% | 1,051 | +0.4% | 0.06% | -12.7% |
Q2 2013 | $63,000 | – | 1,047 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |