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 | $592,502 | -4.4% | 7,278 | -1.2% | 0.07% | -13.8% |
| Q2 2023 | $619,912 | +7.9% | 7,365 | 0.0% | 0.08% | +1.3% |
| Q1 2023 | $574,396 | +108481.5% | 7,365 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $529 | -99.8% | 7,365 | +84.6% | 0.08% | +100.0% |
| Q3 2022 | $267,000 | -7.0% | 3,990 | 0.0% | 0.04% | -17.0% |
| Q2 2022 | $287,000 | -17.1% | 3,990 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $346,000 | -6.7% | 3,990 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $371,000 | +11.7% | 3,990 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $332,000 | +0.6% | 3,990 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $330,000 | +8.2% | 3,990 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $305,000 | +4.1% | 3,990 | -2.7% | 0.05% | -2.0% |
| Q4 2020 | $293,000 | +11.8% | 4,100 | +100.0% | 0.05% | 0.0% |
| Q3 2020 | $262,000 | +8.3% | 2,050 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $242,000 | -1.6% | 2,050 | 0.0% | 0.05% | -12.1% |
| Q4 2019 | $246,000 | +8.4% | 2,050 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $227,000 | +1.3% | 2,050 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $224,000 | +3.7% | 2,050 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $216,000 | – | 2,050 | – | 0.06% | – |
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% |