ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 256 filers reported holding ISHARES TR in Q2 2019. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |