ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 178 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,183 | -11.0% | 555 | -8.0% | 0.01% | 0.0% |
| Q2 2023 | $50,755 | +2.6% | 603 | -4.9% | 0.01% | -9.1% |
| Q1 2023 | $49,446 | +8.6% | 634 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $45,515 | +8.4% | 634 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $42,000 | -10.6% | 634 | -2.0% | 0.01% | -7.7% |
| Q2 2022 | $47,000 | -16.1% | 647 | 0.0% | 0.01% | -48.0% |
| Q1 2022 | $56,000 | -3.4% | 647 | +3.4% | 0.02% | +56.2% |
| Q4 2021 | $58,000 | +11.5% | 626 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $52,000 | 0.0% | 626 | 0.0% | 0.02% | -10.5% |
| Q2 2021 | $52,000 | -10.3% | 626 | -18.1% | 0.02% | -24.0% |
| Q1 2021 | $58,000 | +5.5% | 764 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $55,000 | +12.2% | 764 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $49,000 | 0.0% | 382 | -8.4% | 0.02% | -7.4% |
| Q2 2020 | $49,000 | +6.5% | 417 | -10.9% | 0.03% | -10.0% |
| Q1 2020 | $46,000 | -17.9% | 468 | 0.0% | 0.03% | +3.4% |
| Q4 2019 | $56,000 | +1.8% | 468 | -5.1% | 0.03% | -3.3% |
| Q3 2019 | $55,000 | +1.9% | 493 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $54,000 | -3.6% | 493 | -7.5% | 0.03% | -6.5% |
| Q1 2019 | $56,000 | +12.0% | 533 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $50,000 | +233.3% | 533 | +280.7% | 0.03% | +287.5% |
| Q3 2018 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 140 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 140 | -17.2% | 0.01% | +60.0% |
| Q1 2016 | $13,000 | 0.0% | 169 | 0.0% | 0.01% | -54.5% |
| Q4 2015 | $13,000 | – | 169 | – | 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% |