ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,820 | -3.3% | 1,300 | 0.0% | 0.17% | +4.3% |
| Q2 2023 | $109,421 | +7.9% | 1,300 | 0.0% | 0.16% | +1.9% |
| Q1 2023 | $101,387 | +8.6% | 1,300 | 0.0% | 0.16% | +9.5% |
| Q4 2022 | $93,327 | +7.3% | 1,300 | 0.0% | 0.15% | -4.5% |
| Q3 2022 | $87,000 | -6.5% | 1,300 | 0.0% | 0.15% | -2.5% |
| Q2 2022 | $93,000 | -17.7% | 1,300 | 0.0% | 0.16% | -3.7% |
| Q1 2022 | $113,000 | -6.6% | 1,300 | 0.0% | 0.16% | -2.4% |
| Q4 2021 | $121,000 | – | 1,300 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gibson Capital, LLC | 58,326 | $3,520,000 | 1.40% |
| Ballentine Partners, LLC | 69,961 | $4,222,000 | 0.57% |
| SHAPIRO ROBERT N | 41,558 | $2,508,000 | 0.53% |
| Sigma Investment Management Co | 8,259 | $498,000 | 0.37% |
| Mariner Wealth Advisors-Madison, LLC | 13,379 | $807,000 | 0.36% |
| Callan Capital, LLC | 10,275 | $620,000 | 0.35% |
| FORBES J M & CO LLP | 19,082 | $1,152,000 | 0.34% |
| Long Wharf Investors, Inc. | 5,245 | $317,000 | 0.31% |
| KMS FINANCIAL SERVICES, INC | 17,245 | $1,041,000 | 0.29% |
| Hilltop Holdings Inc. | 6,464 | $390,000 | 0.26% |