Chevy Chase Trust Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chevy Chase Trust Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,287,000
-13.4%
13,847
-22.5%
0.00%
-20.0%
Q3 2021$1,486,000
-30.4%
17,864
-30.7%
0.01%
-28.6%
Q2 2021$2,134,000
-9.9%
25,764
-16.9%
0.01%
-12.5%
Q1 2021$2,368,000
+6.7%
31,0120.0%0.01%0.0%
Q4 2020$2,219,000
-21.2%
31,012
+41.0%
0.01%
-27.3%
Q3 2020$2,815,000
+8.4%
22,0000.0%0.01%0.0%
Q2 2020$2,596,000
+21.1%
22,0000.0%0.01%
+10.0%
Q1 2020$2,143,000
-18.9%
22,0000.0%0.01%0.0%
Q4 2019$2,643,000
+8.3%
22,0000.0%0.01%0.0%
Q3 2019$2,440,000
+1.4%
22,0000.0%0.01%0.0%
Q2 2019$2,406,000
-0.4%
22,0000.0%0.01%0.0%
Q1 2019$2,415,000
+18.0%
22,0000.0%0.01%0.0%
Q4 2018$2,046,000
-12.9%
22,0000.0%0.01%0.0%
Q3 2018$2,349,000
+5.8%
22,0000.0%0.01%0.0%
Q2 2018$2,221,000
+3.3%
22,0000.0%0.01%0.0%
Q1 2018$2,150,000
-0.5%
22,0000.0%0.01%
+11.1%
Q4 2017$2,161,000
+5.8%
22,0000.0%0.01%0.0%
Q3 2017$2,043,000
+357.0%
22,000
+340.0%
0.01%
+350.0%
Q2 2017$447,000
+3.0%
5,0000.0%0.00%0.0%
Q1 2017$434,000
+5.3%
5,0000.0%0.00%0.0%
Q4 2016$412,000
+2.2%
5,0000.0%0.00%0.0%
Q3 2016$403,000
+4.1%
5,0000.0%0.00%0.0%
Q2 2016$387,000
+1.0%
5,0000.0%0.00%0.0%
Q1 2016$383,000
+1.1%
5,0000.0%0.00%0.0%
Q4 2015$379,000
+6.8%
5,0000.0%0.00%0.0%
Q3 2015$355,000
-6.6%
5,0000.0%0.00%0.0%
Q2 2015$380,000
-1.6%
5,0000.0%0.00%0.0%
Q1 2015$386,000
+0.8%
5,0000.0%0.00%0.0%
Q4 2014$383,000
+4.4%
5,0000.0%0.00%0.0%
Q3 2014$367,000
+0.3%
5,0000.0%0.00%
-33.3%
Q2 2014$366,000
+4.3%
5,0000.0%0.00%0.0%
Q1 2014$351,000
+1.4%
5,0000.0%0.00%0.0%
Q4 2013$346,000
+9.8%
5,0000.0%0.00%0.0%
Q3 2013$315,0005,0000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders