ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 93 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,587,979 | +1688111.2% | 68,640 | +1458.2% | 0.03% | +866.7% |
| Q4 2022 | $331 | -99.9% | 4,405 | +10.1% | 0.00% | +50.0% |
| Q3 2022 | $280,000 | -6.0% | 4,001 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $298,000 | +46.8% | 4,001 | +66.2% | 0.00% | +100.0% |
| Q1 2022 | $203,000 | -18.5% | 2,407 | +19.2% | 0.00% | -50.0% |
| Q4 2019 | $249,000 | +10.2% | 2,020 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $226,000 | +0.4% | 2,020 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $225,000 | +3.2% | 2,020 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $218,000 | +2.8% | 2,020 | -5.1% | 0.00% | 0.0% |
| Q3 2018 | $212,000 | -45.8% | 2,128 | -43.1% | 0.00% | -33.3% |
| Q4 2017 | $391,000 | +10.1% | 3,741 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $355,000 | +3.8% | 3,741 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $342,000 | +3.6% | 3,741 | -0.1% | 0.00% | 0.0% |
| Q1 2017 | $330,000 | +4.1% | 3,743 | -1.1% | 0.00% | 0.0% |
| Q4 2016 | $317,000 | -6.2% | 3,785 | -10.3% | 0.00% | 0.0% |
| Q3 2016 | $338,000 | +0.6% | 4,220 | +1.5% | 0.00% | 0.0% |
| Q2 2016 | $336,000 | +19.1% | 4,156 | +14.6% | 0.00% | 0.0% |
| Q1 2016 | $282,000 | +8.0% | 3,627 | -1.0% | 0.00% | 0.0% |
| Q4 2015 | $261,000 | +22.0% | 3,662 | +32.0% | 0.00% | +50.0% |
| Q1 2015 | $214,000 | -63.7% | 2,775 | -63.9% | 0.00% | -33.3% |
| Q4 2014 | $590,000 | -14.4% | 7,694 | -29.7% | 0.00% | -40.0% |
| Q3 2013 | $689,000 | +108.8% | 10,944 | +99.7% | 0.01% | +66.7% |
| Q2 2013 | $330,000 | – | 5,480 | – | 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% |