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 | $594 | +47.0% | 7,300 | +52.1% | 0.00% | 0.0% |
| Q2 2023 | $404 | -100.0% | 4,800 | -76.7% | 0.00% | -50.0% |
| Q4 2021 | $1,914,000 | +253.8% | 20,600 | +216.9% | 0.00% | +100.0% |
| Q3 2021 | $541,000 | +169.2% | 6,500 | +282.4% | 0.00% | – |
| Q2 2020 | $201,000 | -65.9% | 1,700 | -65.3% | 0.00% | – |
| Q4 2019 | $589,000 | +63.2% | 4,900 | +48.5% | 0.00% | – |
| Q2 2019 | $361,000 | – | 3,300 | – | 0.00% | – |
Download | ||||||
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% |