ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 140 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,462,000 | -18.9% | 15,010 | 0.0% | 0.39% | +4.3% |
| Q4 2019 | $1,803,000 | +24.8% | 15,010 | +15.2% | 0.38% | +29.3% |
| Q3 2019 | $1,445,000 | +37.2% | 13,030 | +35.3% | 0.29% | +31.2% |
| Q2 2019 | $1,053,000 | +3.6% | 9,630 | 0.0% | 0.22% | +0.5% |
| Q1 2019 | $1,016,000 | +13.4% | 9,630 | 0.0% | 0.22% | +3.3% |
| Q4 2018 | $896,000 | -12.8% | 9,630 | 0.0% | 0.21% | +9.2% |
| Q3 2018 | $1,028,000 | +5.8% | 9,630 | 0.0% | 0.20% | +4.8% |
| Q2 2018 | $972,000 | +3.3% | 9,630 | 0.0% | 0.19% | +6.3% |
| Q1 2018 | $941,000 | -0.5% | 9,630 | 0.0% | 0.18% | +19.0% |
| Q4 2017 | $946,000 | +41.8% | 9,630 | +34.1% | 0.15% | +63.3% |
| Q3 2017 | $667,000 | +3.9% | 7,183 | 0.0% | 0.09% | +2.3% |
| Q2 2017 | $642,000 | +3.0% | 7,183 | 0.0% | 0.09% | +8.6% |
| Q1 2017 | $623,000 | +5.2% | 7,183 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $592,000 | +2.4% | 7,183 | 0.0% | 0.08% | +6.6% |
| Q3 2016 | $578,000 | +4.0% | 7,183 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $556,000 | -23.1% | 7,183 | -23.9% | 0.08% | -21.6% |
| Q1 2016 | $723,000 | -41.4% | 9,433 | -42.1% | 0.10% | -42.3% |
| Q4 2015 | $1,234,000 | – | 16,303 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| C-J Advisory, Inc. | 22,794 | $2,173,000 | 1.58% |
| Cribstone Capital Management, LLC | 24,763 | $2,420,000 | 1.19% |
| Boston Standard Wealth Management, LLC | 18,789 | $1,836,000,000 | 1.15% |
| Gibson Capital, LLC | 32,723 | $3,191,000 | 1.14% |
| Litman Gregory Wealth Management LLC | 27,808 | $2,717,000 | 1.11% |
| Patriot Wealth Management, Inc. | 53,952 | $5,272,000 | 0.75% |
| Frontier Wealth Management LLC | 52,043 | $5,086,000 | 0.71% |
| PEOPLES BANK /OH | 9,250 | $904,000 | 0.53% |
| Shepherd Financial Partners LLC | 12,758 | $1,247,000 | 0.31% |
| Vivaldi Capital Management LP | 3,863 | $377,000 | 0.28% |