ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,677,656 | -3.3% | 32,891 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,768,435 | +7.9% | 32,891 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,565,169 | +8.6% | 32,891 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,361,245 | +16.7% | 32,891 | +8.9% | 0.00% | 0.0% |
| Q3 2022 | $2,023,000 | -15.7% | 30,214 | -9.5% | 0.00% | 0.0% |
| Q2 2022 | $2,401,000 | -12.2% | 33,392 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $2,736,000 | +5.9% | 31,582 | +13.6% | 0.00% | 0.0% |
| Q4 2021 | $2,584,000 | +318.8% | 27,805 | +273.5% | 0.00% | – |
| Q2 2021 | $617,000 | +8.4% | 7,445 | 0.0% | 0.00% | – |
| Q1 2021 | $569,000 | +6.8% | 7,445 | 0.0% | 0.00% | – |
| Q4 2020 | $533,000 | +11.7% | 7,445 | +99.6% | 0.00% | – |
| Q3 2020 | $477,000 | +2.4% | 3,730 | 0.0% | 0.00% | – |
| Q2 2020 | $466,000 | +10.2% | 3,730 | -14.2% | 0.00% | – |
| Q1 2020 | $423,000 | -19.0% | 4,345 | 0.0% | 0.00% | – |
| Q4 2019 | $522,000 | +8.3% | 4,345 | 0.0% | 0.00% | – |
| Q3 2019 | $482,000 | +1.5% | 4,345 | 0.0% | 0.00% | – |
| Q2 2019 | $475,000 | -53.1% | 4,345 | -54.8% | 0.00% | -100.0% |
| Q1 2019 | $1,013,000 | +13.4% | 9,605 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $893,000 | -13.0% | 9,605 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,026,000 | +7.9% | 9,605 | +2.0% | 0.00% | – |
| Q2 2018 | $951,000 | +4.6% | 9,420 | +1.3% | 0.00% | – |
| Q1 2018 | $909,000 | – | 9,300 | – | 0.00% | – |
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% |