ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $232,453 | -17.0% | 3,233 | 0.0% | 0.01% | -28.6% |
| Q1 2022 | $280,000 | -10.0% | 3,233 | -3.3% | 0.01% | -12.5% |
| Q4 2021 | $311,000 | +11.9% | 3,343 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $278,000 | +0.4% | 3,343 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $277,000 | +8.6% | 3,343 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $255,000 | +1316.7% | 3,343 | +1913.9% | 0.01% | +350.0% |
| Q3 2019 | $18,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | -94.4% | 166 | -95.0% | 0.00% | -98.9% |
| Q4 2017 | $324,000 | – | 3,302 | – | 0.18% | – |
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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% |