ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 245 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,977 | -3.3% | 5,184 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $436,336 | +11.0% | 5,184 | +2.8% | 0.02% | +7.1% |
| Q1 2023 | $393,223 | -29.3% | 5,042 | -34.9% | 0.01% | -36.4% |
| Q4 2022 | $555,796 | -37.2% | 7,742 | -41.4% | 0.02% | -42.1% |
| Q3 2022 | $885,000 | -6.4% | 13,217 | +0.5% | 0.04% | -2.6% |
| Q2 2022 | $946,000 | -11.6% | 13,157 | +6.5% | 0.04% | 0.0% |
| Q1 2022 | $1,070,000 | -6.8% | 12,351 | 0.0% | 0.04% | -7.1% |
| Q4 2021 | $1,148,000 | +43.3% | 12,351 | +28.4% | 0.04% | +27.3% |
| Q3 2021 | $801,000 | +8.1% | 9,622 | +7.5% | 0.03% | +6.5% |
| Q2 2021 | $741,000 | +26.7% | 8,947 | +16.8% | 0.03% | +19.2% |
| Q1 2021 | $585,000 | +85.7% | 7,663 | +73.8% | 0.03% | +62.5% |
| Q4 2020 | $315,000 | +43.8% | 4,408 | +157.9% | 0.02% | +23.1% |
| Q3 2020 | $219,000 | +8.4% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $202,000 | +21.7% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $166,000 | -19.0% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $205,000 | +7.9% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $190,000 | +1.6% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $187,000 | +3.9% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $180,000 | +13.2% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $159,000 | -13.1% | 1,709 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $183,000 | +5.8% | 1,709 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $173,000 | -11.7% | 1,709 | -14.9% | 0.01% | -12.5% |
| Q1 2018 | $196,000 | -5.8% | 2,009 | -5.0% | 0.02% | -11.1% |
| Q4 2017 | $208,000 | +6.1% | 2,114 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $196,000 | +3.7% | 2,114 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $189,000 | +11.8% | 2,114 | +8.7% | 0.02% | +5.9% |
| Q1 2017 | $169,000 | +5.6% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $160,000 | +1.9% | 1,944 | 0.0% | 0.02% | -5.6% |
| Q3 2016 | $157,000 | +4.7% | 1,944 | 0.0% | 0.02% | +5.9% |
| Q2 2016 | $150,000 | +0.7% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $149,000 | +1.4% | 1,944 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $147,000 | -78.0% | 1,944 | -79.4% | 0.02% | -79.3% |
| Q3 2015 | $668,000 | -5.9% | 9,417 | +0.8% | 0.08% | +3.8% |
| Q2 2015 | $710,000 | +582.7% | 9,340 | +591.9% | 0.08% | +558.3% |
| Q1 2015 | $104,000 | – | 1,350 | – | 0.01% | – |
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% |