ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $476 | +14.7% | 5,213 | +2.8% | 0.01% | +14.3% |
| Q3 2023 | $415 | -2.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $427 | +7.8% | 5,073 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $396 | +8.8% | 5,073 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $364 | -99.9% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $340,000 | -6.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $365,000 | -16.9% | 5,073 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $439,000 | -6.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +11.6% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $422,000 | -5.2% | 5,073 | -5.6% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +8.5% | 5,373 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $410,000 | -7.7% | 5,373 | -13.5% | 0.01% | -11.1% |
| Q4 2020 | $444,000 | +25.8% | 6,208 | +125.1% | 0.01% | +12.5% |
| Q3 2020 | $353,000 | +8.6% | 2,758 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $325,000 | +20.8% | 2,758 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $269,000 | -16.7% | 2,758 | -5.2% | 0.01% | 0.0% |
| Q3 2019 | $323,000 | – | 2,908 | – | 0.01% | – |
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% |