ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 304 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,896,305 | -6.8% | 23,293 | -3.6% | 0.02% | -8.7% |
| Q2 2023 | $2,033,856 | +11.3% | 24,164 | +3.1% | 0.02% | +4.5% |
| Q1 2023 | $1,827,990 | -17.6% | 23,439 | -24.2% | 0.02% | -26.7% |
| Q4 2022 | $2,218,420 | +27.9% | 30,902 | +19.4% | 0.03% | +11.1% |
| Q3 2022 | $1,734,000 | +5.4% | 25,891 | +13.1% | 0.03% | +8.0% |
| Q2 2022 | $1,645,000 | +20.1% | 22,886 | +45.1% | 0.02% | +31.6% |
| Q1 2022 | $1,370,000 | +18.2% | 15,778 | +26.5% | 0.02% | +11.8% |
| Q4 2021 | $1,159,000 | +12.5% | 12,475 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $1,030,000 | +4.0% | 12,377 | +3.6% | 0.02% | -5.6% |
| Q2 2021 | $990,000 | +16.1% | 11,946 | +7.0% | 0.02% | 0.0% |
| Q1 2021 | $853,000 | +6.2% | 11,162 | -0.6% | 0.02% | -5.3% |
| Q4 2020 | $803,000 | -54.0% | 11,235 | -17.5% | 0.02% | -32.1% |
| Q3 2020 | $1,745,000 | +86.8% | 13,618 | +72.2% | 0.03% | +3.7% |
| Q2 2020 | $934,000 | +25.4% | 7,909 | +3.6% | 0.03% | +22.7% |
| Q1 2020 | $745,000 | -18.2% | 7,634 | +0.5% | 0.02% | +4.8% |
| Q4 2019 | $911,000 | – | 7,593 | – | 0.02% | – |
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% |