Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$263,000
+8.7%
3,039
+16.8%
0.06%
+17.6%
Q4 2021$242,000
+13.1%
2,601
+1.4%
0.05%
+6.2%
Q3 2021$214,000
-10.5%
2,566
-11.0%
0.05%
-11.1%
Q2 2021$239,000
+12.7%
2,884
+3.9%
0.05%
+1.9%
Q1 2021$212,000
-2.8%
2,777
-9.0%
0.05%
+32.5%
Q4 2020$218,000
-52.2%
3,052
-14.4%
0.04%
-58.3%
Q3 2020$456,000
+10.1%
3,566
+1.8%
0.10%
+6.7%
Q2 2020$414,000
+21.1%
3,504
-0.3%
0.09%
+2.3%
Q1 2020$342,000
-17.8%
3,515
+1.3%
0.09%
-1.1%
Q4 2019$416,000
+6.9%
3,469
-1.2%
0.09%
+29.0%
Q3 2019$389,000
+281.4%
3,510
+250.0%
0.07%
+200.0%
Q2 2019$102,000
-74.4%
1,003
-73.4%
0.02%
-69.7%
Q1 2019$398,000
+11.5%
3,773
-1.8%
0.08%
-1.3%
Q4 2018$357,000
+80.3%
3,842
+107.3%
0.08%
+92.5%
Q3 2018$198,000
+96.0%
1,853
+84.7%
0.04%
+81.8%
Q2 2018$101,000
+3.1%
1,0030.0%0.02%0.0%
Q1 2018$98,000
-1.0%
1,0030.0%0.02%
-4.3%
Q4 2017$99,0001,0030.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 29,117$2,093,0006.70%
Francis Financial, Inc. 97,763$7,320,0006.48%
First Affirmative Financial Network 54,845$3,943,0004.48%
HILL ISLAND FINANCIAL LLC 137,322$9,873,0004.38%
Laurel Wealth Planning LLC 68,044$4,892,0003.44%
Mascoma Wealth Management LLC 102,253$7,352,0002.51%
Financial Insights, Inc. 33,306$2,395,0002.43%
Cribstone Capital Management, LLC 45,965$3,305,0002.03%
Columbia Trust Co 01012016 42,016$3,021,0001.62%
SOA Wealth Advisors, LLC. 68,361$4,915,0001.45%
View complete list of ISHARES TR shareholders