ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $162,797 | -42.9% | 1,788 | -48.9% | 0.08% | -46.7% |
| Q3 2023 | $284,935 | -16.3% | 3,500 | -13.5% | 0.15% | -12.1% |
| Q2 2023 | $340,552 | +7.9% | 4,046 | 0.0% | 0.17% | +1.8% |
| Q1 2023 | $315,548 | +8.1% | 4,046 | -0.5% | 0.17% | +5.6% |
| Q4 2022 | $291,970 | +7.3% | 4,067 | 0.0% | 0.16% | +0.6% |
| Q3 2022 | $272,000 | -22.3% | 4,067 | -16.4% | 0.16% | -16.2% |
| Q2 2022 | $350,000 | -21.5% | 4,867 | -5.4% | 0.19% | -5.4% |
| Q1 2022 | $446,000 | -10.3% | 5,146 | -3.7% | 0.20% | -7.8% |
| Q4 2021 | $497,000 | +11.7% | 5,346 | 0.0% | 0.22% | +3.8% |
| Q3 2021 | $445,000 | +4.0% | 5,346 | +3.5% | 0.21% | +2.9% |
| Q2 2021 | $428,000 | +17.6% | 5,166 | +8.4% | 0.20% | +12.0% |
| Q1 2021 | $364,000 | +6.7% | 4,766 | 0.0% | 0.18% | +5.8% |
| Q4 2020 | $341,000 | +22.2% | 4,766 | +118.3% | 0.17% | +11.6% |
| Q3 2020 | $279,000 | +8.1% | 2,183 | 0.0% | 0.16% | +2.0% |
| Q2 2020 | $258,000 | +21.1% | 2,183 | 0.0% | 0.15% | +1.3% |
| Q1 2020 | $213,000 | -18.7% | 2,183 | 0.0% | 0.15% | +2.7% |
| Q4 2019 | $262,000 | +40.1% | 2,183 | +29.7% | 0.15% | +30.4% |
| Q3 2019 | $187,000 | +1.6% | 1,683 | 0.0% | 0.11% | +1.8% |
| Q2 2019 | $184,000 | +21.1% | 1,683 | +16.1% | 0.11% | +19.6% |
| Q1 2019 | $152,000 | +12.6% | 1,450 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $135,000 | – | 1,450 | – | 0.09% | – |
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% |