ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,522,530 | -3.3% | 43,269 | -0.0% | 0.36% | -20.2% |
| Q2 2023 | $3,642,541 | +14.7% | 43,276 | -2.1% | 0.46% | +2.7% |
| Q4 2022 | $3,174,554 | +6.9% | 44,220 | -0.3% | 0.44% | -6.7% |
| Q3 2022 | $2,970,000 | -7.6% | 44,350 | -0.8% | 0.48% | +0.4% |
| Q2 2022 | $3,213,000 | -6.6% | 44,689 | +12.6% | 0.47% | -6.0% |
| Q1 2022 | $3,439,000 | -13.9% | 39,700 | -7.6% | 0.50% | -25.9% |
| Q4 2021 | $3,994,000 | +9.8% | 42,979 | -1.6% | 0.68% | -0.7% |
| Q3 2021 | $3,636,000 | -1.3% | 43,692 | +1086.0% | 0.68% | -0.6% |
| Q2 2021 | $3,684,000 | +13.7% | 3,684 | -91.3% | 0.69% | +8.5% |
| Q1 2021 | $3,239,000 | -21.7% | 42,420 | -26.6% | 0.63% | -16.6% |
| Q4 2020 | $4,136,000 | +14.3% | 57,809 | +104.4% | 0.76% | +1.6% |
| Q3 2020 | $3,619,000 | +4.4% | 28,285 | -3.7% | 0.75% | -2.3% |
| Q2 2020 | $3,468,000 | +6.6% | 29,386 | -12.0% | 0.77% | -6.4% |
| Q1 2020 | $3,252,000 | +6.6% | 33,387 | +31.5% | 0.82% | +20.5% |
| Q4 2019 | $3,050,000 | +9.9% | 25,392 | +1.4% | 0.68% | 0.0% |
| Q3 2019 | $2,776,000 | -3.0% | 25,030 | -4.3% | 0.68% | -10.1% |
| Q2 2019 | $2,862,000 | -2.7% | 26,166 | -6.2% | 0.76% | -5.7% |
| Q1 2019 | $2,942,000 | +12.0% | 27,890 | -1.3% | 0.80% | -0.7% |
| Q4 2018 | $2,627,000 | -8.8% | 28,244 | +4.7% | 0.81% | -17.0% |
| Q3 2018 | $2,881,000 | +5.3% | 26,981 | -0.5% | 0.97% | -9.8% |
| Q2 2018 | $2,737,000 | +0.7% | 27,116 | -2.5% | 1.08% | -2.6% |
| Q1 2018 | $2,717,000 | – | 27,808 | – | 1.11% | – |
Download | ||||||
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% |