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 2019 | $902,000 | -1.1% | 8,132 | -2.5% | 1.99% | -3.5% |
| Q2 2019 | $912,000 | -2.1% | 8,338 | -5.6% | 2.06% | +6.8% |
| Q1 2019 | $932,000 | +15.1% | 8,834 | +1.4% | 1.93% | +2.3% |
| Q4 2018 | $810,000 | +234.7% | 8,716 | +253.9% | 1.89% | +265.1% |
| Q4 2017 | $242,000 | -43.5% | 2,463 | -46.5% | 0.52% | +2.0% |
| Q3 2017 | $428,000 | – | 4,604 | – | 0.51% | – |
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% |