ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,980 | -3.5% | 10,736 | -0.2% | 0.07% | -2.6% |
| Q2 2023 | $905,294 | +8.9% | 10,756 | +0.9% | 0.08% | +4.1% |
| Q1 2023 | $831,025 | -15.8% | 10,656 | -22.5% | 0.07% | -24.0% |
| Q4 2022 | $987,406 | -15.8% | 13,754 | -21.5% | 0.10% | -22.6% |
| Q3 2022 | $1,173,000 | +25.6% | 17,515 | +34.8% | 0.12% | +27.8% |
| Q2 2022 | $934,000 | +5.4% | 12,990 | +27.0% | 0.10% | +19.8% |
| Q1 2022 | $886,000 | +51.5% | 10,232 | +62.5% | 0.08% | +55.8% |
| Q4 2021 | $585,000 | +36.7% | 6,298 | +22.4% | 0.05% | +23.8% |
| Q3 2021 | $428,000 | -23.4% | 5,147 | -23.8% | 0.04% | -25.0% |
| Q2 2021 | $559,000 | +3.1% | 6,755 | -10.8% | 0.06% | -8.2% |
| Q4 2020 | $542,000 | +56.6% | 7,573 | +158.0% | 0.06% | -3.2% |
| Q2 2020 | $346,000 | +652.2% | 2,935 | +343.4% | 0.06% | +425.0% |
| Q3 2015 | $46,000 | – | 662 | – | 0.01% | – |
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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% |