ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 76 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $115,000 | +4.5% | 1,500 | 0.0% | 0.04% | +5.3% |
| Q3 2014 | $110,000 | 0.0% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $110,000 | -47.6% | 1,500 | -50.0% | 0.04% | -5.0% |
| Q1 2014 | $210,000 | +101.9% | 3,000 | +100.0% | 0.04% | -7.0% |
| Q4 2013 | $104,000 | +10.6% | 1,500 | 0.0% | 0.04% | -8.5% |
| Q3 2013 | $94,000 | +3.3% | 1,500 | 0.0% | 0.05% | -23.0% |
| Q2 2013 | $91,000 | – | 1,500 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |