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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,166 | +7.9% | 596 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $46,483 | +8.6% | 596 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $42,787 | +7.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -7.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -17.3% | 596 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $52,000 | -5.5% | 596 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $55,000 | +10.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -3.8% | 596 | -4.8% | 0.01% | -8.3% |
| Q2 2021 | $52,000 | +8.3% | 626 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $48,000 | +29.7% | 626 | +20.8% | 0.01% | +9.1% |
| Q4 2020 | $37,000 | +12.1% | 518 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +371.4% | 259 | +311.1% | 0.01% | +450.0% |
| Q2 2020 | $7,000 | -12.5% | 63 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $8,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | – | 63 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gibson Capital, LLC | 58,326 | $3,520,000 | 1.40% |
| Ballentine Partners, LLC | 69,961 | $4,222,000 | 0.57% |
| SHAPIRO ROBERT N | 41,558 | $2,508,000 | 0.53% |
| Sigma Investment Management Co | 8,259 | $498,000 | 0.37% |
| Mariner Wealth Advisors-Madison, LLC | 13,379 | $807,000 | 0.36% |
| Callan Capital, LLC | 10,275 | $620,000 | 0.35% |
| FORBES J M & CO LLP | 19,082 | $1,152,000 | 0.34% |
| Long Wharf Investors, Inc. | 5,245 | $317,000 | 0.31% |
| KMS FINANCIAL SERVICES, INC | 17,245 | $1,041,000 | 0.29% |
| Hilltop Holdings Inc. | 6,464 | $390,000 | 0.26% |