ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 122 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,954 | -3.3% | 10,379 | 0.0% | 0.20% | -2.0% |
| Q2 2023 | $873,600 | +7.9% | 10,379 | 0.0% | 0.20% | +20.5% |
| Q1 2023 | $809,458 | +8.6% | 10,379 | 0.0% | 0.17% | +1.8% |
| Q4 2022 | $745,108 | +7.2% | 10,379 | 0.0% | 0.16% | -20.1% |
| Q3 2022 | $695,000 | -6.8% | 10,379 | 0.0% | 0.20% | -1.9% |
| Q2 2022 | $746,000 | -17.0% | 10,379 | 0.0% | 0.21% | -9.2% |
| Q1 2022 | $899,000 | -6.7% | 10,379 | 0.0% | 0.23% | -0.4% |
| Q4 2021 | $964,000 | +3.4% | 10,379 | -7.3% | 0.23% | -4.6% |
| Q3 2021 | $932,000 | +0.4% | 11,200 | 0.0% | 0.24% | +0.4% |
| Q2 2021 | $928,000 | +8.5% | 11,200 | 0.0% | 0.24% | +14.8% |
| Q1 2021 | $855,000 | +6.7% | 11,200 | 0.0% | 0.21% | -6.3% |
| Q4 2020 | $801,000 | +11.7% | 11,200 | +100.0% | 0.22% | -7.1% |
| Q3 2020 | $717,000 | +8.5% | 5,600 | 0.0% | 0.24% | +6.2% |
| Q2 2020 | $661,000 | +21.3% | 5,600 | 0.0% | 0.23% | +13.0% |
| Q1 2020 | $545,000 | +41.6% | 5,600 | +55.3% | 0.20% | -18.0% |
| Q3 2018 | $385,000 | -53.4% | 3,605 | -57.3% | 0.24% | +4.7% |
| Q1 2018 | $826,000 | +75.7% | 8,444 | +55.8% | 0.23% | -27.4% |
| Q1 2017 | $470,000 | +5.4% | 5,419 | 0.0% | 0.32% | +5.9% |
| Q4 2016 | $446,000 | +2.3% | 5,419 | 0.0% | 0.30% | +7.4% |
| Q3 2016 | $436,000 | +4.1% | 5,419 | 0.0% | 0.28% | -0.4% |
| Q2 2016 | $419,000 | +1.0% | 5,419 | 0.0% | 0.28% | -2.1% |
| Q1 2016 | $415,000 | – | 5,419 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |