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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,230 | -3.3% | 3,000 | 0.0% | 0.08% | +2.4% |
| Q2 2023 | $252,510 | +7.9% | 3,000 | 0.0% | 0.08% | +5.1% |
| Q1 2023 | $233,970 | +8.6% | 3,000 | 0.0% | 0.08% | +2.6% |
| Q4 2022 | $215,370 | +7.1% | 3,000 | 0.0% | 0.08% | +2.7% |
| Q3 2022 | $201,000 | -6.9% | 3,000 | 0.0% | 0.08% | +1.4% |
| Q2 2022 | $216,000 | -16.9% | 3,000 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $260,000 | -6.8% | 3,000 | 0.0% | 0.07% | -6.3% |
| Q4 2021 | $279,000 | +11.6% | 3,000 | 0.0% | 0.08% | +6.8% |
| Q3 2021 | $250,000 | +0.8% | 3,000 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $248,000 | +8.3% | 3,000 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $229,000 | +6.5% | 3,000 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $215,000 | +12.0% | 3,000 | +100.0% | 0.07% | -1.4% |
| Q3 2020 | $192,000 | -16.5% | 1,500 | -23.3% | 0.07% | -22.1% |
| Q2 2020 | $230,000 | +21.1% | 1,956 | 0.0% | 0.10% | -5.0% |
| Q1 2020 | $190,000 | -18.8% | 1,956 | 0.0% | 0.10% | -7.4% |
| Q4 2019 | $234,000 | +7.8% | 1,956 | 0.0% | 0.11% | -2.7% |
| Q3 2019 | $217,000 | +1.4% | 1,956 | 0.0% | 0.11% | +1.8% |
| Q2 2019 | $214,000 | +3.9% | 1,956 | 0.0% | 0.11% | +3.8% |
| Q1 2019 | $206,000 | +13.8% | 1,956 | 0.0% | 0.10% | -1.9% |
| Q4 2018 | $181,000 | -13.4% | 1,956 | 0.0% | 0.11% | -2.7% |
| Q3 2018 | $209,000 | -15.4% | 1,956 | -20.4% | 0.11% | -24.7% |
| Q2 2018 | $247,000 | +2.9% | 2,456 | 0.0% | 0.15% | -0.7% |
| Q1 2018 | $240,000 | -0.4% | 2,456 | 0.0% | 0.15% | -1.3% |
| Q4 2017 | $241,000 | +5.7% | 2,456 | 0.0% | 0.15% | -1.3% |
| Q3 2017 | $228,000 | +4.1% | 2,456 | 0.0% | 0.15% | +3.4% |
| Q2 2017 | $219,000 | +2.8% | 2,456 | 0.0% | 0.15% | -4.6% |
| Q1 2017 | $213,000 | – | 2,456 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |