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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,675 | -3.3% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $269,512 | +7.9% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $249,724 | +8.6% | 3,202 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $229,872 | +4.0% | 3,202 | -3.1% | 0.01% | -20.0% |
| Q3 2022 | $221,000 | -6.8% | 3,303 | 0.0% | 0.01% | +42.9% |
| Q2 2022 | $237,000 | -17.1% | 3,303 | 0.0% | 0.01% | -58.8% |
| Q1 2022 | $286,000 | -6.8% | 3,303 | 0.0% | 0.02% | -43.3% |
| Q4 2021 | $307,000 | +11.6% | 3,303 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $275,000 | +0.4% | 3,303 | 0.0% | 0.03% | +11.5% |
| Q2 2021 | $274,000 | +9.6% | 3,303 | +1.0% | 0.03% | 0.0% |
| Q1 2021 | $250,000 | +6.8% | 3,270 | 0.0% | 0.03% | +13.0% |
| Q4 2020 | $234,000 | +12.0% | 3,270 | +100.0% | 0.02% | +21.1% |
| Q3 2020 | $209,000 | – | 1,635 | – | 0.02% | – |
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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% |