ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 158 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205 | -4.2% | 2,437 | -11.3% | 0.04% | -6.8% |
| Q1 2023 | $214 | -99.9% | 2,749 | -3.5% | 0.04% | -4.3% |
| Q2 2022 | $205,000 | -17.0% | 2,850 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $247,000 | -17.7% | 2,850 | -11.7% | 0.05% | -13.0% |
| Q4 2021 | $300,000 | +11.5% | 3,228 | 0.0% | 0.05% | +5.9% |
| Q3 2021 | $269,000 | +0.7% | 3,228 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $267,000 | +11.2% | 3,228 | +2.7% | 0.05% | 0.0% |
| Q1 2021 | $240,000 | -0.8% | 3,143 | -7.0% | 0.05% | -7.0% |
| Q4 2020 | $242,000 | -13.3% | 3,378 | +55.1% | 0.06% | -25.0% |
| Q3 2020 | $279,000 | +9.4% | 2,178 | +0.7% | 0.08% | -1.3% |
| Q2 2020 | $255,000 | +20.9% | 2,163 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $211,000 | -6.6% | 2,163 | -3.4% | 0.08% | +17.9% |
| Q2 2018 | $226,000 | -49.4% | 2,240 | -51.0% | 0.07% | -42.2% |
| Q1 2018 | $447,000 | -14.2% | 4,575 | -13.7% | 0.12% | -1.7% |
| Q4 2017 | $521,000 | -28.7% | 5,300 | -32.7% | 0.12% | -31.4% |
| Q3 2017 | $731,000 | -48.0% | 7,870 | -50.0% | 0.17% | -51.5% |
| Q2 2017 | $1,405,000 | -51.3% | 15,725 | -52.7% | 0.36% | -51.4% |
| Q1 2017 | $2,885,000 | -75.3% | 33,250 | -76.6% | 0.73% | -76.1% |
| Q4 2016 | $11,693,000 | – | 141,935 | – | 3.05% | – |
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% |