Allen Capital Group, LLC - ISHARES TR ownership

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
Allen Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$636,695
-4.1%
7,817
-0.9%
0.11%
-0.9%
Q2 2023$663,765
+7.9%
7,8860.0%0.11%
+1.8%
Q1 2023$615,029
+16.5%
7,8860.0%0.11%
-7.4%
Q3 2022$528,000
-6.9%
7,8860.0%0.12%
+5.2%
Q2 2022$567,000
-17.0%
7,8860.0%0.12%
-10.9%
Q1 2022$683,000
-6.8%
7,8860.0%0.13%
+41.8%
Q4 2021$733,000
+11.7%
7,8860.0%0.09%
-31.1%
Q3 2021$656,000
+0.5%
7,8860.0%0.13%
+0.8%
Q2 2021$653,000
+8.5%
7,8860.0%0.13%
-0.8%
Q1 2021$602,000
+6.7%
7,8860.0%0.13%
-2.9%
Q4 2020$564,000
+32.1%
7,886
+147.1%
0.14%
+27.1%
Q3 2020$427,000
+13.3%
3,1920.0%0.11%
+7.0%
Q2 2020$377,000
+21.2%
3,1920.0%0.10%
+4.2%
Q1 2020$311,000
-18.8%
3,1920.0%0.10%
-5.0%
Q4 2019$383,000
+42.4%
3,192
+28.9%
0.10%
+21.7%
Q3 2019$269,000
+21.2%
2,476
+21.9%
0.08%
+15.3%
Q2 2019$222,000
+3.7%
2,0320.0%0.07%
+1.4%
Q1 2019$214,000
+5.9%
2,0320.0%0.07%0.0%
Q4 2018$202,0002,0320.07%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders