ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,570 | -9.8% | 9,833 | -6.7% | 0.03% | -6.2% |
| Q2 2023 | $887,190 | +3.2% | 10,540 | -4.4% | 0.03% | +10.3% |
| Q1 2023 | $859,581 | +12.1% | 11,021 | +3.2% | 0.03% | +7.4% |
| Q4 2022 | $766,737 | +3.2% | 10,680 | -3.8% | 0.03% | -3.6% |
| Q3 2022 | $743,000 | -8.2% | 11,101 | -1.3% | 0.03% | 0.0% |
| Q2 2022 | $809,000 | -17.4% | 11,245 | -0.6% | 0.03% | -3.4% |
| Q1 2022 | $980,000 | -14.7% | 11,313 | -8.5% | 0.03% | -9.4% |
| Q4 2021 | $1,149,000 | +12.8% | 12,367 | +1.0% | 0.03% | +3.2% |
| Q3 2021 | $1,019,000 | +0.5% | 12,241 | -0.0% | 0.03% | +3.3% |
| Q2 2021 | $1,014,000 | +6.4% | 12,243 | -1.9% | 0.03% | 0.0% |
| Q1 2021 | $953,000 | +7.6% | 12,480 | +0.7% | 0.03% | 0.0% |
| Q4 2020 | $886,000 | +11.2% | 12,389 | +98.9% | 0.03% | -6.2% |
| Q3 2020 | $797,000 | – | 6,228 | – | 0.03% | – |
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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% |