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 | $385,095 | -2.9% | 4,712 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $396,609 | +7.9% | 4,712 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $367,489 | +13.6% | 4,712 | +4.5% | 0.02% | +6.2% |
| Q4 2022 | $323,629 | +7.2% | 4,508 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $302,000 | -6.8% | 4,508 | 0.0% | 0.02% | -25.0% |
| Q2 2022 | $324,000 | -17.1% | 4,508 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $391,000 | -6.7% | 4,508 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $419,000 | +11.7% | 4,508 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $375,000 | -27.0% | 4,508 | -27.4% | 0.02% | -4.8% |
| Q2 2021 | $514,000 | +2.2% | 6,208 | -5.7% | 0.02% | -4.5% |
| Q1 2021 | $503,000 | +1.6% | 6,584 | -4.7% | 0.02% | -8.3% |
| Q4 2020 | $495,000 | +11.7% | 6,910 | +100.0% | 0.02% | +14.3% |
| Q3 2020 | $443,000 | +8.6% | 3,455 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $408,000 | +21.4% | 3,455 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $336,000 | -29.7% | 3,455 | -13.3% | 0.02% | -4.3% |
| Q4 2019 | $478,000 | +24.8% | 3,984 | +15.3% | 0.02% | +27.8% |
| Q3 2019 | $383,000 | +1.3% | 3,455 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $378,000 | -56.7% | 3,455 | -58.2% | 0.02% | -53.7% |
| Q1 2019 | $872,000 | +57.1% | 8,275 | +38.6% | 0.04% | +46.4% |
| Q4 2018 | $555,000 | – | 5,970 | – | 0.03% | – |
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% |