ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 158 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $122,292,000 | +8.3% | 1,018 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $112,906,000 | +1.4% | 1,018 | 0.0% | 0.07% | +3.0% |
| Q2 2019 | $111,328,000 | +14.5% | 1,018 | +10.4% | 0.07% | +15.8% |
| Q1 2019 | $97,253,000 | +30.1% | 922 | +14.7% | 0.06% | -21.9% |
| Q4 2018 | $74,772,000 | -12.9% | 804 | 0.0% | 0.07% | +12.3% |
| Q3 2018 | $85,859,000 | +5.8% | 804 | 0.0% | 0.06% | +3.2% |
| Q2 2018 | $81,156,000 | +3.3% | 804 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $78,566,000 | +16.4% | 804 | +17.0% | 0.06% | +12.3% |
| Q4 2017 | $67,490,000 | +5.8% | 687 | 0.0% | 0.06% | +9.6% |
| Q3 2017 | $63,787,000 | +4.0% | 687 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $61,362,000 | – | 687 | – | 0.05% | – |
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% |