ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $19,000 | -9.5% | 200 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $21,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $20,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $19,000 | +5.6% | 200 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $17,000 | 0.0% | 200 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $17,000 | -99.9% | 200 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $15,830,000 | +2.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $15,470,000 | +1.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $15,310,000 | +1.1% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $15,142,000 | +6.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $14,190,000 | -6.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $15,214,000 | +101326.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $15,000 | – | 200 | – | 0.01% | – |
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% |