ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 93 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $143,851 | +1.9% | 1,767 | 0.0% | 0.09% | +2.2% |
Q2 2023 | $141,130 | +2.4% | 1,767 | 0.0% | 0.09% | +3.4% |
Q1 2023 | $137,808 | +8.6% | 1,767 | 0.0% | 0.09% | +2.3% |
Q4 2022 | $126,853 | +7.5% | 1,767 | 0.0% | 0.09% | +2.4% |
Q3 2022 | $118,000 | +14.6% | 1,767 | +23.5% | 0.08% | +21.4% |
Q2 2022 | $103,000 | -16.9% | 1,431 | 0.0% | 0.07% | -5.4% |
Q1 2022 | $124,000 | -6.8% | 1,431 | 0.0% | 0.07% | -3.9% |
Q4 2021 | $133,000 | +11.8% | 1,431 | 0.0% | 0.08% | +8.5% |
Q3 2021 | $119,000 | -13.1% | 1,431 | -13.8% | 0.07% | -11.2% |
Q2 2021 | $137,000 | +7.9% | 1,660 | 0.0% | 0.08% | +2.6% |
Q1 2021 | $127,000 | +1.6% | 1,660 | -5.1% | 0.08% | -6.0% |
Q4 2020 | $125,000 | -5.3% | 1,750 | +69.2% | 0.08% | -13.5% |
Q3 2020 | $132,000 | +8.2% | 1,034 | 0.0% | 0.10% | +4.3% |
Q2 2020 | $122,000 | +20.8% | 1,034 | 0.0% | 0.09% | +4.5% |
Q1 2020 | $101,000 | -18.5% | 1,034 | 0.0% | 0.09% | +1.1% |
Q4 2019 | $124,000 | +7.8% | 1,034 | 0.0% | 0.09% | +2.4% |
Q3 2019 | $115,000 | +1.8% | 1,034 | 0.0% | 0.08% | +1.2% |
Q2 2019 | $113,000 | +3.7% | 1,034 | 0.0% | 0.08% | +2.4% |
Q1 2019 | $109,000 | +53.5% | 1,034 | +36.1% | 0.08% | +39.0% |
Q4 2018 | $71,000 | -24.5% | 760 | -13.3% | 0.06% | -15.7% |
Q3 2018 | $94,000 | +5.6% | 877 | 0.0% | 0.07% | +4.5% |
Q2 2018 | $89,000 | -3.3% | 877 | -6.7% | 0.07% | -8.2% |
Q1 2018 | $92,000 | 0.0% | 940 | 0.0% | 0.07% | 0.0% |
Q4 2017 | $92,000 | +29.6% | 940 | +23.4% | 0.07% | +25.9% |
Q3 2017 | $71,000 | +7.6% | 762 | 0.0% | 0.06% | 0.0% |
Q1 2017 | $66,000 | +4.8% | 762 | 0.0% | 0.06% | 0.0% |
Q4 2016 | $63,000 | +125.0% | 762 | +116.5% | 0.06% | +114.8% |
Q3 2016 | $28,000 | +3.7% | 352 | 0.0% | 0.03% | 0.0% |
Q2 2016 | $27,000 | 0.0% | 352 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $27,000 | 0.0% | 352 | 0.0% | 0.03% | 0.0% |
Q4 2015 | $27,000 | +8.0% | 352 | 0.0% | 0.03% | +3.8% |
Q3 2015 | $25,000 | -7.4% | 352 | 0.0% | 0.03% | +4.0% |
Q2 2015 | $27,000 | -40.0% | 352 | -40.0% | 0.02% | -41.9% |
Q1 2015 | $45,000 | 0.0% | 587 | 0.0% | 0.04% | -2.3% |
Q4 2014 | $45,000 | – | 587 | – | 0.04% | – |
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% |