ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 222 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,295,939 | +3.2% | 12,479 | +0.2% | 0.19% | -4.5% |
| Q1 2024 | $1,255,253 | +2.6% | 12,452 | -7.3% | 0.20% | -13.4% |
| Q4 2023 | $1,223,169 | +14.8% | 13,434 | +2.6% | 0.23% | +5.0% |
| Q3 2023 | $1,065,608 | -7.4% | 13,089 | -4.2% | 0.22% | +1.4% |
| Q2 2023 | $1,150,385 | +6.9% | 13,667 | -0.9% | 0.22% | -0.5% |
| Q1 2023 | $1,075,684 | +6.0% | 13,793 | -2.4% | 0.22% | +60.3% |
| Q4 2022 | $1,014,777 | +6.9% | 14,135 | -0.3% | 0.14% | -41.1% |
| Q3 2022 | $949,000 | -7.1% | 14,173 | -0.3% | 0.23% | +11.6% |
| Q2 2022 | $1,022,000 | +16.9% | 14,218 | +40.8% | 0.21% | +32.7% |
| Q1 2022 | $874,000 | -2.3% | 10,095 | +4.9% | 0.16% | +4.7% |
| Q4 2021 | $895,000 | +4.2% | 9,628 | -6.8% | 0.15% | -2.0% |
| Q3 2021 | $859,000 | -19.2% | 10,326 | -19.5% | 0.15% | -21.6% |
| Q2 2021 | $1,063,000 | -34.9% | 12,828 | -40.1% | 0.19% | -48.1% |
| Q1 2021 | $1,634,000 | -3.7% | 21,403 | -9.8% | 0.37% | -12.0% |
| Q4 2020 | $1,697,000 | +18.0% | 23,727 | +111.2% | 0.42% | -9.2% |
| Q3 2020 | $1,438,000 | +17.2% | 11,235 | +8.0% | 0.47% | -0.2% |
| Q2 2020 | $1,227,000 | +22.3% | 10,400 | +1.0% | 0.47% | +2.4% |
| Q1 2020 | $1,003,000 | +26.6% | 10,296 | +56.1% | 0.46% | +54.2% |
| Q4 2019 | $792,000 | +227.3% | 6,594 | +202.3% | 0.30% | +172.5% |
| Q3 2019 | $242,000 | +830.8% | 2,181 | +844.2% | 0.11% | +890.9% |
| Q2 2019 | $26,000 | +116.7% | 231 | +110.0% | 0.01% | +83.3% |
| Q1 2019 | $12,000 | +20.0% | 110 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $10,000 | -16.7% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $12,000 | – | 110 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |