ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 297 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,780,000 | +31.8% | 14,815 | +21.7% | 0.01% | +20.0% |
| Q3 2019 | $1,351,000 | +63.0% | 12,175 | +60.6% | 0.01% | +66.7% |
| Q2 2019 | $829,000 | -6.5% | 7,581 | -9.8% | 0.01% | -14.3% |
| Q1 2019 | $887,000 | +45.9% | 8,405 | +28.5% | 0.01% | +16.7% |
| Q4 2018 | $608,000 | -21.6% | 6,541 | -10.0% | 0.01% | -25.0% |
| Q3 2018 | $776,000 | -4.6% | 7,268 | -9.7% | 0.01% | -27.3% |
| Q2 2018 | $813,000 | -10.9% | 8,053 | -13.7% | 0.01% | -15.4% |
| Q1 2018 | $912,000 | -9.3% | 9,327 | -8.7% | 0.01% | 0.0% |
| Q4 2017 | $1,005,000 | +9.8% | 10,220 | +3.7% | 0.01% | -7.1% |
| Q3 2017 | $915,000 | -31.3% | 9,859 | -33.8% | 0.01% | -39.1% |
| Q2 2017 | $1,331,000 | -3.3% | 14,900 | -6.1% | 0.02% | -17.9% |
| Q1 2017 | $1,377,000 | +7.1% | 15,874 | +1.7% | 0.03% | -3.4% |
| Q4 2016 | $1,286,000 | +1.1% | 15,612 | -1.2% | 0.03% | -6.5% |
| Q3 2016 | $1,272,000 | -4.8% | 15,799 | -8.7% | 0.03% | -11.4% |
| Q2 2016 | $1,336,000 | – | 17,297 | – | 0.04% | – |
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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% |