ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 70 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,902,914 | -5.9% | 207,627 | -2.7% | 0.03% | -6.7% |
| Q2 2023 | $17,961,710 | +0.7% | 213,398 | -6.7% | 0.03% | -3.2% |
| Q1 2023 | $17,834,285 | +4.8% | 228,674 | -3.5% | 0.03% | +3.3% |
| Q4 2022 | $17,016,527 | +5.8% | 237,032 | -1.3% | 0.03% | -3.2% |
| Q3 2022 | $16,087,000 | -7.4% | 240,213 | -0.5% | 0.03% | -3.1% |
| Q2 2022 | $17,367,000 | -20.6% | 241,540 | -4.3% | 0.03% | -8.6% |
| Q1 2022 | $21,873,000 | -9.1% | 252,524 | -2.5% | 0.04% | -5.4% |
| Q4 2021 | $24,065,000 | +3.9% | 258,984 | -6.9% | 0.04% | -2.6% |
| Q3 2021 | $23,153,000 | -4.5% | 278,250 | -4.9% | 0.04% | -5.0% |
| Q2 2021 | $24,232,000 | +4.9% | 292,546 | -3.3% | 0.04% | 0.0% |
| Q1 2021 | $23,095,000 | +11.8% | 302,459 | +4.7% | 0.04% | 0.0% |
| Q4 2020 | $20,666,000 | +10.5% | 288,870 | +97.6% | 0.04% | -2.4% |
| Q3 2020 | $18,707,000 | +16.2% | 146,211 | +7.2% | 0.04% | +13.9% |
| Q2 2020 | $16,098,000 | +89.1% | 136,399 | +56.0% | 0.04% | +63.6% |
| Q1 2020 | $8,512,000 | -19.6% | 87,410 | -0.8% | 0.02% | 0.0% |
| Q4 2019 | $10,582,000 | +869.0% | 88,098 | +794.4% | 0.02% | +15.8% |
| Q3 2019 | $1,092,000 | +1.1% | 9,850 | -0.3% | 0.02% | 0.0% |
| Q2 2019 | $1,080,000 | +3.2% | 9,876 | -0.5% | 0.02% | 0.0% |
| Q1 2019 | $1,047,000 | +12.6% | 9,925 | -0.8% | 0.02% | 0.0% |
| Q4 2018 | $930,000 | -15.1% | 10,004 | -2.5% | 0.02% | -5.0% |
| Q3 2018 | $1,096,000 | +14.3% | 10,260 | +8.0% | 0.02% | +11.1% |
| Q2 2018 | $959,000 | +10.7% | 9,501 | +7.2% | 0.02% | +5.9% |
| Q1 2018 | $866,000 | -43.0% | 8,865 | -42.7% | 0.02% | -39.3% |
| Q4 2017 | $1,520,000 | +6.5% | 15,468 | +0.7% | 0.03% | 0.0% |
| Q3 2017 | $1,427,000 | +0.3% | 15,365 | -3.5% | 0.03% | 0.0% |
| Q2 2017 | $1,423,000 | +24.6% | 15,928 | +21.0% | 0.03% | +21.7% |
| Q1 2017 | $1,142,000 | +7.0% | 13,164 | +1.7% | 0.02% | +4.5% |
| Q4 2016 | $1,067,000 | +2.7% | 12,950 | +0.3% | 0.02% | +4.8% |
| Q3 2016 | $1,039,000 | -4.6% | 12,907 | -8.3% | 0.02% | -8.7% |
| Q2 2016 | $1,089,000 | +74.0% | 14,077 | +72.1% | 0.02% | +43.8% |
| Q1 2016 | $626,000 | +11.4% | 8,179 | +10.2% | 0.02% | +6.7% |
| Q4 2015 | $562,000 | -10.5% | 7,419 | -16.2% | 0.02% | -6.2% |
| Q3 2015 | $628,000 | -23.3% | 8,853 | -17.8% | 0.02% | -27.3% |
| Q2 2015 | $819,000 | +2.0% | 10,773 | +3.5% | 0.02% | -4.3% |
| Q1 2015 | $803,000 | +9.7% | 10,404 | +8.8% | 0.02% | +9.5% |
| Q4 2014 | $732,000 | +60.2% | 9,562 | +53.7% | 0.02% | +50.0% |
| Q3 2014 | $457,000 | +1.8% | 6,222 | +1.3% | 0.01% | +7.7% |
| Q2 2014 | $449,000 | +9.2% | 6,143 | +4.9% | 0.01% | 0.0% |
| Q1 2014 | $411,000 | +10.5% | 5,858 | +8.7% | 0.01% | +8.3% |
| Q4 2013 | $372,000 | +9.7% | 5,389 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $339,000 | +4.3% | 5,389 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $325,000 | – | 5,389 | – | 0.01% | – |
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% |