ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 144 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,638 | -3.6% | 1,191 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $100,246 | +9.4% | 1,191 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $91,612 | -4.7% | 1,191 | -11.1% | 0.01% | -28.6% |
| Q4 2022 | $96,127 | +0.1% | 1,339 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $96,000 | +23.1% | 1,332 | +22.1% | 0.01% | +16.7% |
| Q2 2022 | $78,000 | -3.7% | 1,091 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $81,000 | +5.2% | 1,091 | +17.9% | 0.01% | -25.0% |
| Q3 2021 | $77,000 | 0.0% | 925 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $77,000 | -12.5% | 925 | -19.5% | 0.01% | -20.0% |
| Q1 2021 | $88,000 | +8.6% | 1,149 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $81,000 | +11.0% | 1,138 | +100.0% | 0.01% | -9.1% |
| Q3 2020 | $73,000 | -2.7% | 569 | -10.8% | 0.01% | -8.3% |
| Q2 2020 | $75,000 | -31.2% | 638 | -43.0% | 0.01% | -42.9% |
| Q1 2020 | $109,000 | -8.4% | 1,120 | +12.7% | 0.02% | +16.7% |
| Q4 2019 | $119,000 | +8.2% | 994 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $110,000 | +86.4% | 994 | +84.8% | 0.02% | +63.6% |
| Q2 2019 | $59,000 | +3.5% | 538 | 0.0% | 0.01% | -21.4% |
| Q1 2019 | $57,000 | -90.4% | 538 | -91.5% | 0.01% | -90.7% |
| Q4 2018 | $592,000 | +523.2% | 6,363 | +611.7% | 0.15% | +619.0% |
| Q3 2018 | $95,000 | +39.7% | 894 | +32.8% | 0.02% | +23.5% |
| Q2 2018 | $68,000 | +3.0% | 673 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $66,000 | +57.1% | 673 | +58.0% | 0.02% | +50.0% |
| Q4 2017 | $42,000 | +10.5% | 426 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $38,000 | -32.1% | 426 | -32.5% | 0.02% | -38.5% |
| Q2 2017 | $56,000 | +1.8% | 631 | 0.0% | 0.03% | -16.1% |
| Q1 2017 | $55,000 | +5.8% | 631 | 0.0% | 0.03% | -11.4% |
| Q4 2016 | $52,000 | – | 631 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |