ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,166 | -6.7% | 690 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $60,202 | +11.9% | 690 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $53,812 | +13.6% | 690 | +4.5% | 0.03% | +8.0% |
| Q4 2022 | $47,381 | +7.7% | 660 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 660 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $47,000 | -17.5% | 660 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $57,000 | -6.6% | 660 | 0.0% | 0.03% | -6.9% |
| Q4 2021 | $61,000 | +1.7% | 660 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $60,000 | +9.1% | 660 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $55,000 | +10.0% | 660 | 0.0% | 0.03% | +3.7% |
| Q1 2021 | $50,000 | +6.4% | 660 | 0.0% | 0.03% | -3.6% |
| Q4 2020 | $47,000 | +11.9% | 660 | +100.0% | 0.03% | 0.0% |
| Q3 2020 | $42,000 | +2.4% | 330 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $41,000 | +28.1% | 330 | 0.0% | 0.03% | +3.8% |
| Q1 2020 | $32,000 | -20.0% | 330 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $40,000 | +8.1% | 330 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $37,000 | +2.8% | 330 | 0.0% | 0.03% | +4.0% |
| Q2 2019 | $36,000 | 0.0% | 330 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $36,000 | +80.0% | 330 | +53.5% | 0.02% | +66.7% |
| Q4 2018 | $20,000 | -13.0% | 215 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $23,000 | +4.5% | 215 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $22,000 | +4.8% | 215 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $21,000 | 0.0% | 215 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $21,000 | +5.0% | 215 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $20,000 | +5.3% | 215 | 0.0% | 0.02% | +6.7% |
| Q2 2017 | $19,000 | +111.1% | 215 | +115.0% | 0.02% | +150.0% |
| Q1 2017 | $9,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $8,000 | -50.0% | 100 | -51.2% | 0.01% | -50.0% |
| Q1 2016 | $16,000 | – | 205 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| C-J Advisory, Inc. | 22,794 | $2,173,000 | 1.58% |
| Cribstone Capital Management, LLC | 24,763 | $2,420,000 | 1.19% |
| Boston Standard Wealth Management, LLC | 18,789 | $1,836,000,000 | 1.15% |
| Gibson Capital, LLC | 32,723 | $3,191,000 | 1.14% |
| Litman Gregory Wealth Management LLC | 27,808 | $2,717,000 | 1.11% |
| Patriot Wealth Management, Inc. | 53,952 | $5,272,000 | 0.75% |
| Frontier Wealth Management LLC | 52,043 | $5,086,000 | 0.71% |
| PEOPLES BANK /OH | 9,250 | $904,000 | 0.53% |
| Shepherd Financial Partners LLC | 12,758 | $1,247,000 | 0.31% |
| Vivaldi Capital Management LP | 3,863 | $377,000 | 0.28% |