ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 256 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,159,000 | -14.0% | 127,389 | -0.8% | 0.66% | +400.0% |
| Q1 2022 | $10,649,000 | -10.5% | 128,368 | +0.2% | 0.13% | -83.1% |
| Q4 2021 | $11,899,000 | +13.0% | 128,061 | +1.2% | 0.78% | +8.0% |
| Q3 2021 | $10,531,000 | +3.4% | 126,555 | +2.9% | 0.73% | +2.0% |
| Q2 2021 | $10,187,000 | +11.1% | 122,991 | +2.4% | 0.71% | +1.3% |
| Q1 2021 | $9,169,000 | +8.7% | 120,075 | +1.9% | 0.70% | +2.0% |
| Q4 2020 | $8,433,000 | +9.4% | 117,872 | +95.7% | 0.69% | -2.3% |
| Q3 2020 | $7,708,000 | +9.1% | 60,239 | +0.6% | 0.71% | +8.8% |
| Q2 2020 | $7,068,000 | +19.9% | 59,891 | -1.0% | 0.65% | -32.5% |
| Q1 2020 | $5,894,000 | -13.5% | 60,515 | +6.6% | 0.96% | -12.0% |
| Q4 2019 | $6,816,000 | +8.3% | 56,742 | 0.0% | 1.09% | +17.5% |
| Q3 2019 | $6,293,000 | -23.8% | 56,742 | -24.9% | 0.93% | -23.7% |
| Q2 2019 | $8,261,000 | +41.0% | 75,542 | +36.0% | 1.22% | +53.5% |
| Q1 2019 | $5,859,000 | +13.4% | 55,543 | 0.0% | 0.79% | +1.3% |
| Q4 2018 | $5,165,000 | -7.1% | 55,543 | +6.7% | 0.78% | +47.6% |
| Q3 2018 | $5,558,000 | +5.8% | 52,043 | 0.0% | 0.53% | -29.4% |
| Q2 2018 | $5,253,000 | +3.3% | 52,043 | 0.0% | 0.75% | +5.6% |
| Q1 2018 | $5,086,000 | +300.2% | 52,043 | +302.4% | 0.71% | +249.0% |
| Q4 2017 | $1,271,000 | -74.4% | 12,934 | -75.8% | 0.20% | -71.5% |
| Q3 2017 | $4,967,000 | +4.0% | 53,492 | 0.0% | 0.72% | -2.2% |
| Q2 2017 | $4,778,000 | +113.0% | 53,492 | +106.9% | 0.73% | +113.1% |
| Q1 2017 | $2,243,000 | +5.3% | 25,852 | 0.0% | 0.34% | -1.4% |
| Q4 2016 | $2,130,000 | +96.1% | 25,852 | +91.6% | 0.35% | +110.9% |
| Q3 2016 | $1,086,000 | +6.1% | 13,492 | +1.9% | 0.16% | +0.6% |
| Q2 2016 | $1,024,000 | +1.0% | 13,244 | 0.0% | 0.16% | +92.9% |
| Q1 2016 | $1,014,000 | +1.1% | 13,244 | 0.0% | 0.08% | -47.2% |
| Q4 2015 | $1,003,000 | +6.7% | 13,244 | 0.0% | 0.16% | +8.8% |
| Q3 2015 | $940,000 | -6.7% | 13,244 | 0.0% | 0.15% | -4.5% |
| Q2 2015 | $1,007,000 | -1.6% | 13,244 | 0.0% | 0.16% | -5.5% |
| Q1 2015 | $1,023,000 | – | 13,244 | – | 0.16% | – |
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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% |