ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $30,115 | -3.3% | 370 | 0.0% | 0.00% | -25.0% |
Q2 2023 | $31,136 | -60.7% | 370 | -63.6% | 0.00% | -55.6% |
Q1 2023 | $79,257 | +6.8% | 1,016 | -1.7% | 0.01% | +12.5% |
Q4 2022 | $74,206 | -53.3% | 1,034 | -56.3% | 0.01% | -55.6% |
Q3 2022 | $159,000 | -8.6% | 2,367 | -2.2% | 0.02% | 0.0% |
Q2 2022 | $174,000 | -18.3% | 2,420 | -1.4% | 0.02% | -10.0% |
Q1 2022 | $213,000 | -6.2% | 2,455 | +0.5% | 0.02% | -4.8% |
Q4 2021 | $227,000 | -3.4% | 2,443 | -13.5% | 0.02% | -4.5% |
Q3 2021 | $235,000 | +0.4% | 2,823 | +0.0% | 0.02% | 0.0% |
Q2 2021 | $234,000 | +57.0% | 2,822 | +45.0% | 0.02% | +37.5% |
Q1 2021 | $149,000 | +9.6% | 1,946 | +2.5% | 0.02% | +6.7% |
Q4 2020 | $136,000 | +12.4% | 1,899 | +100.7% | 0.02% | -11.8% |
Q3 2020 | $121,000 | +9.0% | 946 | +0.5% | 0.02% | +6.2% |
Q2 2020 | $111,000 | +14.4% | 941 | -6.0% | 0.02% | -5.9% |
Q1 2020 | $97,000 | -19.2% | 1,001 | 0.0% | 0.02% | -15.0% |
Q4 2019 | $120,000 | – | 1,001 | – | 0.02% | – |
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% |