ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 245 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,660 | -3.3% | 3,816 | 0.0% | 0.00% | – |
| Q2 2023 | $321,193 | +7.9% | 3,816 | 0.0% | 0.00% | – |
| Q1 2023 | $297,610 | +37.8% | 3,816 | +112.6% | 0.00% | – |
| Q4 2019 | $216,000 | -27.3% | 1,795 | -36.3% | 0.00% | – |
| Q1 2019 | $297,000 | -39.4% | 2,818 | -46.5% | 0.00% | – |
| Q4 2018 | $490,000 | +13.2% | 5,271 | +22.8% | 0.00% | – |
| Q2 2018 | $433,000 | +95.0% | 4,292 | +89.7% | 0.00% | – |
| Q4 2017 | $222,000 | -56.8% | 2,262 | -66.7% | 0.00% | – |
| Q4 2015 | $514,000 | -92.1% | 6,790 | -92.7% | 0.00% | -100.0% |
| Q1 2014 | $6,509,000 | +1.6% | 92,677 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,404,000 | +2.3% | 92,677 | -6.7% | 0.00% | 0.0% |
| Q3 2013 | $6,257,000 | -3.4% | 99,355 | -7.4% | 0.00% | 0.0% |
| Q2 2013 | $6,476,000 | – | 107,307 | – | 0.00% | – |
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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% |