ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,431,956 | -3.2% | 17,589 | +0.1% | 0.06% | +1.8% |
| Q2 2023 | $1,478,819 | +15.0% | 17,569 | +6.5% | 0.06% | +9.8% |
| Q1 2023 | $1,286,115 | +8.0% | 16,491 | -0.6% | 0.05% | +6.2% |
| Q4 2022 | $1,191,030 | +3.2% | 16,590 | -3.7% | 0.05% | -7.7% |
| Q3 2022 | $1,154,000 | -3.8% | 17,234 | +3.3% | 0.05% | 0.0% |
| Q2 2022 | $1,199,000 | -9.0% | 16,688 | +9.7% | 0.05% | +10.6% |
| Q1 2022 | $1,317,000 | +85.5% | 15,208 | +98.8% | 0.05% | +95.8% |
| Q4 2021 | $710,000 | +23.9% | 7,649 | +11.0% | 0.02% | +14.3% |
| Q3 2021 | $573,000 | +3.4% | 6,893 | +3.0% | 0.02% | +5.0% |
| Q2 2021 | $554,000 | +18.1% | 6,692 | +8.8% | 0.02% | +11.1% |
| Q1 2021 | $469,000 | +23.4% | 6,151 | +15.5% | 0.02% | +5.9% |
| Q4 2020 | $380,000 | +27.5% | 5,325 | +128.6% | 0.02% | +30.8% |
| Q3 2020 | $298,000 | +28.4% | 2,329 | +18.3% | 0.01% | +18.2% |
| Q2 2020 | $232,000 | +22.1% | 1,968 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $190,000 | +54.5% | 1,954 | +89.5% | 0.01% | +120.0% |
| Q4 2019 | $123,000 | +41.4% | 1,031 | +30.0% | 0.01% | +25.0% |
| Q3 2019 | $87,000 | +180.6% | 793 | +178.2% | 0.00% | +300.0% |
| Q2 2019 | $31,000 | – | 285 | – | 0.00% | – |
Download | ||||||
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% |