ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 178 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $186,722 | +21.9% | 1,798 | +18.3% | 0.01% | 0.0% |
| Q1 2024 | $153,231 | +40.7% | 1,520 | +27.6% | 0.01% | +20.0% |
| Q4 2023 | $108,917 | +12.7% | 1,191 | 0.0% | 0.01% | 0.0% |
| 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% | – |
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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% |