ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,732 | -2.3% | 22,205 | -10.1% | 0.18% | -9.8% |
| Q4 2022 | $1,773 | -99.9% | 24,698 | 0.0% | 0.20% | 0.0% |
| Q3 2022 | $1,654,000 | -6.9% | 24,698 | 0.0% | 0.20% | -3.8% |
| Q2 2022 | $1,776,000 | -17.0% | 24,698 | 0.0% | 0.21% | -4.1% |
| Q1 2022 | $2,139,000 | -9.9% | 24,698 | -3.3% | 0.22% | -7.1% |
| Q4 2021 | $2,374,000 | +16.5% | 25,551 | +4.4% | 0.24% | +8.7% |
| Q3 2021 | $2,037,000 | +7.4% | 24,482 | +6.9% | 0.22% | +7.4% |
| Q2 2021 | $1,896,000 | +8.5% | 22,894 | 0.0% | 0.20% | +5.2% |
| Q1 2021 | $1,748,000 | +6.7% | 22,894 | 0.0% | 0.19% | -7.6% |
| Q4 2020 | $1,638,000 | +11.8% | 22,894 | +100.0% | 0.21% | +1.9% |
| Q3 2020 | $1,465,000 | +8.4% | 11,447 | 0.0% | 0.21% | -3.7% |
| Q2 2020 | $1,351,000 | +21.2% | 11,447 | 0.0% | 0.21% | +3.9% |
| Q1 2020 | $1,115,000 | -29.7% | 11,447 | -13.2% | 0.21% | -3.3% |
| Q4 2019 | $1,585,000 | -7.1% | 13,193 | -14.3% | 0.21% | -10.1% |
| Q3 2019 | $1,707,000 | -7.3% | 15,391 | -8.6% | 0.24% | -11.6% |
| Q2 2019 | $1,842,000 | +15.7% | 16,842 | +11.6% | 0.27% | +14.5% |
| Q1 2019 | $1,592,000 | +13.4% | 15,095 | 0.0% | 0.23% | +8.8% |
| Q4 2018 | $1,404,000 | -13.4% | 15,095 | -0.6% | 0.22% | -7.7% |
| Q3 2018 | $1,621,000 | +32.8% | 15,181 | +25.5% | 0.23% | +42.1% |
| Q2 2018 | $1,221,000 | – | 12,098 | – | 0.16% | – |
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% |