ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,270,996 | -2.7% | 187,582 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $15,689,978 | +7.0% | 186,408 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $14,662,614 | -36.3% | 188,006 | -41.3% | 0.00% | -42.9% |
| Q4 2022 | $23,008,989 | +33.0% | 320,504 | +24.1% | 0.01% | +16.7% |
| Q3 2022 | $17,300,000 | -34.7% | 258,330 | -29.9% | 0.01% | -25.0% |
| Q2 2022 | $26,485,000 | +39.1% | 368,367 | +67.6% | 0.01% | +60.0% |
| Q1 2022 | $19,038,000 | -0.1% | 219,783 | +7.1% | 0.01% | 0.0% |
| Q4 2021 | $19,062,000 | +21.1% | 205,146 | +8.5% | 0.01% | +66.7% |
| Q3 2021 | $15,740,000 | +1.3% | 189,150 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $15,532,000 | +8.6% | 187,525 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $14,305,000 | -17.9% | 187,336 | -23.1% | 0.00% | -25.0% |
| Q4 2020 | $17,422,000 | +42.5% | 243,534 | +154.9% | 0.00% | +33.3% |
| Q3 2020 | $12,223,000 | +1.9% | 95,534 | -6.0% | 0.00% | 0.0% |
| Q2 2020 | $11,999,000 | -6.4% | 101,663 | -22.8% | 0.00% | -25.0% |
| Q1 2020 | $12,826,000 | -39.4% | 131,697 | -25.2% | 0.00% | -33.3% |
| Q4 2019 | $21,159,000 | +93.3% | 176,136 | +78.5% | 0.01% | +100.0% |
| Q3 2019 | $10,945,000 | -0.2% | 98,681 | -1.6% | 0.00% | 0.0% |
| Q2 2019 | $10,962,000 | +4.9% | 100,239 | +1.2% | 0.00% | 0.0% |
| Q1 2019 | $10,450,000 | +1.8% | 99,075 | -10.2% | 0.00% | 0.0% |
| Q4 2018 | $10,263,000 | -23.0% | 110,353 | -11.6% | 0.00% | -25.0% |
| Q3 2018 | $13,334,000 | +7.0% | 124,861 | +1.1% | 0.00% | 0.0% |
| Q2 2018 | $12,463,000 | +25.9% | 123,474 | +21.9% | 0.00% | +33.3% |
| Q1 2018 | $9,898,000 | +2.6% | 101,286 | +3.1% | 0.00% | 0.0% |
| Q4 2017 | $9,647,000 | +9.1% | 98,200 | +3.1% | 0.00% | 0.0% |
| Q3 2017 | $8,842,000 | +4.0% | 95,224 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,502,000 | -3.9% | 95,190 | -6.6% | 0.00% | 0.0% |
| Q1 2017 | $8,844,000 | +15.6% | 101,931 | +9.8% | 0.00% | 0.0% |
| Q4 2016 | $7,649,000 | +12.2% | 92,849 | +9.7% | 0.00% | 0.0% |
| Q3 2016 | $6,817,000 | -11.9% | 84,675 | -15.4% | 0.00% | 0.0% |
| Q2 2016 | $7,741,000 | +23.9% | 100,073 | +22.7% | 0.00% | +50.0% |
| Q1 2016 | $6,246,000 | +10.8% | 81,592 | +9.6% | 0.00% | 0.0% |
| Q4 2015 | $5,638,000 | +24.3% | 74,465 | +16.4% | 0.00% | 0.0% |
| Q3 2015 | $4,537,000 | -5.2% | 63,953 | +1.6% | 0.00% | 0.0% |
| Q2 2015 | $4,788,000 | -47.8% | 62,940 | -46.9% | 0.00% | 0.0% |
| Q1 2015 | $9,164,000 | +137.0% | 118,640 | +134.9% | 0.00% | 0.0% |
| Q4 2014 | $3,867,000 | +5.5% | 50,498 | +1.1% | 0.00% | 0.0% |
| Q3 2014 | $3,664,000 | +5.8% | 49,926 | +5.4% | 0.00% | +100.0% |
| Q2 2014 | $3,463,000 | +12.5% | 47,363 | +8.1% | 0.00% | 0.0% |
| Q1 2014 | $3,077,000 | +70.7% | 43,804 | +67.9% | 0.00% | 0.0% |
| Q4 2013 | $1,803,000 | +86.8% | 26,086 | +70.2% | 0.00% | – |
| Q3 2013 | $965,000 | +4.1% | 15,328 | -0.2% | 0.00% | – |
| Q2 2013 | $927,000 | – | 15,366 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |