ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,831 | -3.3% | 3,511 | 0.0% | 1.00% | +142.2% |
| Q2 2023 | $295,521 | +4.6% | 3,511 | -3.1% | 0.41% | -25.2% |
| Q1 2023 | $282,636 | -6.6% | 3,624 | -14.0% | 0.55% | +24.1% |
| Q4 2022 | $302,523 | -28.1% | 4,214 | -7.0% | 0.44% | +5.2% |
| Q4 2021 | $421,000 | -3.2% | 4,531 | -13.3% | 0.42% | +12.8% |
| Q3 2021 | $435,000 | +6.4% | 5,225 | +5.8% | 0.37% | +19.1% |
| Q2 2021 | $409,000 | +2.5% | 4,937 | -5.4% | 0.31% | -39.8% |
| Q1 2021 | $399,000 | +38.1% | 5,221 | +29.2% | 0.52% | +85.1% |
| Q4 2020 | $289,000 | +31.4% | 4,042 | +135.0% | 0.28% | -18.0% |
| Q3 2020 | $220,000 | – | 1,720 | – | 0.34% | – |
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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% |