ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361 | -8.8% | 4,431 | -5.7% | 0.02% | -5.3% |
| Q2 2023 | $396 | +7.9% | 4,700 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $367 | -14.1% | 4,700 | -20.9% | 0.02% | -21.7% |
| Q4 2022 | $427 | -99.9% | 5,944 | -2.0% | 0.02% | 0.0% |
| Q3 2022 | $406,000 | -23.5% | 6,064 | -17.9% | 0.02% | -20.7% |
| Q2 2022 | $531,000 | +40.5% | 7,383 | +69.1% | 0.03% | +70.6% |
| Q1 2022 | $378,000 | -35.6% | 4,365 | -30.9% | 0.02% | -32.0% |
| Q4 2021 | $587,000 | +8.3% | 6,320 | -2.9% | 0.02% | -3.8% |
| Q3 2021 | $542,000 | -32.9% | 6,511 | -33.2% | 0.03% | -31.6% |
| Q2 2021 | $808,000 | +18.0% | 9,751 | +8.7% | 0.04% | 0.0% |
| Q1 2021 | $685,000 | – | 8,969 | – | 0.04% | – |
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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% |