ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 245 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,017,972 | -10.1% | 25,502 | -11.3% | 0.72% | -21.0% |
| Q1 2023 | $2,243,538 | -5.5% | 28,767 | -13.0% | 0.91% | -18.8% |
| Q4 2022 | $2,374,885 | +7.2% | 33,081 | -0.0% | 1.12% | -24.5% |
| Q3 2022 | $2,216,000 | -7.5% | 33,092 | -0.6% | 1.49% | -38.7% |
| Q2 2022 | $2,395,000 | -27.4% | 33,306 | -12.6% | 2.43% | -19.8% |
| Q1 2022 | $3,300,000 | -7.5% | 38,100 | -0.8% | 3.03% | -1.5% |
| Q4 2021 | $3,567,000 | +12.1% | 38,391 | +0.4% | 3.08% | +5.1% |
| Q3 2021 | $3,183,000 | -89.2% | 38,253 | +7.7% | 2.93% | +20.1% |
| Q2 2021 | $29,431,000 | +988.0% | 35,532 | +0.3% | 2.44% | +22.0% |
| Q1 2021 | $2,705,000 | +8.2% | 35,429 | +1.4% | 2.00% | +3.1% |
| Q4 2020 | $2,500,000 | +22.1% | 34,939 | +118.4% | 1.94% | +11.2% |
| Q3 2020 | $2,047,000 | +8.2% | 15,997 | +568.5% | 1.74% | +3.8% |
| Q2 2020 | $1,891,000 | +26.2% | 2,393 | -84.4% | 1.68% | +6.4% |
| Q1 2020 | $1,498,000 | -17.6% | 15,379 | +1.7% | 1.58% | -0.9% |
| Q4 2019 | $1,817,000 | +60.7% | 15,128 | +48.4% | 1.59% | +47.1% |
| Q3 2019 | $1,131,000 | +7.5% | 10,195 | +4.6% | 1.08% | +1.4% |
| Q2 2019 | $1,052,000 | +83.0% | 9,745 | +85.9% | 1.07% | +78.3% |
| Q1 2019 | $575,000 | +32.8% | 5,242 | +21.8% | 0.60% | +24.0% |
| Q4 2018 | $433,000 | – | 4,305 | – | 0.48% | – |
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% |