ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 178 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,135,200 | +8.5% | 59,580 | +6.3% | 0.00% | 0.0% |
| Q2 2023 | $4,731,211 | +26.0% | 56,057 | +9.0% | 0.00% | 0.0% |
| Q4 2022 | $3,754,234 | +9.5% | 51,449 | +8.8% | 0.00% | +100.0% |
| Q3 2022 | $3,427,000 | +5.4% | 47,286 | +5.8% | 0.00% | -50.0% |
| Q2 2022 | $3,252,000 | -20.8% | 44,686 | -4.3% | 0.00% | 0.0% |
| Q1 2022 | $4,104,000 | -4.5% | 46,674 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $4,298,000 | +5.1% | 45,910 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $4,090,000 | +22.9% | 47,351 | +17.9% | 0.00% | 0.0% |
| Q2 2021 | $3,327,000 | +126.0% | 40,153 | +114.5% | 0.00% | +100.0% |
| Q1 2021 | $1,472,000 | +78.6% | 18,717 | +64.5% | 0.00% | 0.0% |
| Q4 2020 | $824,000 | +18.7% | 11,376 | +110.0% | 0.00% | 0.0% |
| Q3 2020 | $694,000 | +4.0% | 5,417 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $667,000 | +28.8% | 5,541 | +2.3% | 0.00% | 0.0% |
| Q1 2020 | $518,000 | -48.4% | 5,419 | -35.1% | 0.00% | 0.0% |
| Q4 2019 | $1,004,000 | +12.3% | 8,355 | +3.6% | 0.00% | 0.0% |
| Q3 2019 | $894,000 | +2.3% | 8,061 | +0.8% | 0.00% | 0.0% |
| Q2 2019 | $874,000 | +3.3% | 7,996 | -0.3% | 0.00% | 0.0% |
| Q1 2019 | $846,000 | +1.8% | 8,024 | -10.1% | 0.00% | 0.0% |
| Q4 2018 | $831,000 | -13.0% | 8,928 | -0.1% | 0.00% | 0.0% |
| Q3 2018 | $955,000 | -9.3% | 8,938 | -14.3% | 0.00% | 0.0% |
| Q2 2018 | $1,053,000 | +6.4% | 10,434 | +3.0% | 0.00% | 0.0% |
| Q1 2018 | $990,000 | +6.8% | 10,131 | +7.3% | 0.00% | 0.0% |
| Q4 2017 | $927,000 | +112.1% | 9,441 | +100.4% | 0.00% | – |
| Q3 2017 | $437,000 | +3.6% | 4,710 | -0.2% | 0.00% | – |
| Q2 2017 | $422,000 | +2.9% | 4,720 | 0.0% | 0.00% | – |
| Q1 2017 | $410,000 | +50.7% | 4,720 | +41.5% | 0.00% | – |
| Q4 2016 | $272,000 | +0.7% | 3,335 | -0.6% | 0.00% | – |
| Q3 2016 | $270,000 | +21.6% | 3,355 | +17.1% | 0.00% | – |
| Q2 2016 | $222,000 | +1.4% | 2,865 | 0.0% | 0.00% | – |
| Q1 2016 | $219,000 | +0.9% | 2,865 | 0.0% | 0.00% | – |
| Q4 2015 | $217,000 | +108.7% | 2,865 | +96.2% | 0.00% | – |
| Q3 2015 | $104,000 | -6.3% | 1,460 | 0.0% | 0.00% | – |
| Q2 2015 | $111,000 | -1.8% | 1,460 | 0.0% | 0.00% | – |
| Q1 2015 | $113,000 | – | 1,460 | – | 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% |