ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,763 | -0.3% | 7,662 | +3.0% | 0.03% | +3.6% |
| Q2 2023 | $625,888 | +45.5% | 7,436 | +34.8% | 0.03% | +33.3% |
| Q1 2023 | $430,115 | +112495.5% | 5,515 | +3.7% | 0.02% | +23.5% |
| Q4 2022 | $382 | -99.9% | 5,320 | +4.7% | 0.02% | +6.2% |
| Q3 2022 | $340,000 | +23.2% | 5,082 | +32.3% | 0.02% | +33.3% |
| Q2 2022 | $276,000 | -67.0% | 3,841 | -60.2% | 0.01% | -58.6% |
| Q1 2022 | $836,000 | -7.0% | 9,653 | -0.2% | 0.03% | 0.0% |
| Q4 2021 | $899,000 | +22.6% | 9,669 | +9.7% | 0.03% | +93.3% |
| Q3 2021 | $733,000 | – | 8,812 | – | 0.02% | – |
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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% |