ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 118 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $469,736 | -3.3% | 5,770 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $485,661 | +9.8% | 5,770 | +1.8% | 0.01% | 0.0% |
Q1 2023 | $442,204 | +8.6% | 5,670 | 0.0% | 0.01% | +10.0% |
Q4 2022 | $407,049 | +7.1% | 5,670 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $380,000 | -0.3% | 5,670 | +7.1% | 0.01% | 0.0% |
Q2 2022 | $381,000 | -13.4% | 5,295 | +4.2% | 0.01% | 0.0% |
Q1 2022 | $440,000 | -2.9% | 5,080 | +4.1% | 0.01% | 0.0% |
Q4 2021 | $453,000 | +9.4% | 4,880 | -2.0% | 0.01% | 0.0% |
Q3 2021 | $414,000 | +0.5% | 4,980 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $412,000 | +8.4% | 4,980 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $380,000 | +6.7% | 4,980 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $356,000 | +11.6% | 4,980 | +100.0% | 0.01% | 0.0% |
Q3 2020 | $319,000 | +8.5% | 2,490 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $294,000 | +21.0% | 2,490 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $243,000 | -18.7% | 2,490 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $299,000 | +8.3% | 2,490 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $276,000 | +1.5% | 2,490 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $272,000 | +27.1% | 2,490 | +24.5% | 0.01% | 0.0% |
Q3 2018 | $214,000 | -7.0% | 2,000 | -12.3% | 0.01% | 0.0% |
Q2 2018 | $230,000 | +3.6% | 2,280 | 0.0% | 0.01% | +11.1% |
Q1 2018 | $222,000 | -0.9% | 2,280 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $224,000 | +9.8% | 2,280 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $204,000 | -41.2% | 2,280 | -43.0% | 0.01% | -43.8% |
Q1 2017 | $347,000 | +5.2% | 4,000 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $330,000 | +2.5% | 4,000 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $322,000 | +4.2% | 4,000 | 0.0% | 0.02% | +6.7% |
Q2 2016 | $309,000 | +1.0% | 4,000 | 0.0% | 0.02% | -6.2% |
Q1 2016 | $306,000 | -3.5% | 4,000 | -4.3% | 0.02% | 0.0% |
Q4 2015 | $317,000 | +11.6% | 4,180 | +4.5% | 0.02% | +6.7% |
Q3 2015 | $284,000 | -6.6% | 4,000 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $304,000 | -1.6% | 4,000 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $309,000 | +1.0% | 4,000 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $306,000 | +4.1% | 4,000 | 0.0% | 0.02% | 0.0% |
Q3 2014 | $294,000 | +0.7% | 4,000 | 0.0% | 0.02% | 0.0% |
Q2 2014 | $292,000 | +3.9% | 4,000 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $281,000 | +1.8% | 4,000 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $276,000 | – | 4,000 | – | 0.02% | – |
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% |