ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,315,056 | +1.5% | 28,437 | +4.9% | 0.44% | +2.5% |
| Q2 2023 | $2,281,680 | -54.9% | 27,108 | -58.2% | 0.43% | -60.2% |
| Q1 2023 | $5,060,849 | +3.5% | 64,891 | -4.7% | 1.08% | -3.4% |
| Q4 2022 | $4,890,622 | -8.6% | 68,124 | -14.7% | 1.12% | -3.7% |
| Q3 2022 | $5,351,000 | +17.0% | 79,902 | +25.6% | 1.17% | +5.2% |
| Q2 2022 | $4,573,000 | +34.2% | 63,599 | +61.7% | 1.11% | +42.1% |
| Q1 2022 | $3,408,000 | +164.6% | 39,339 | +183.7% | 0.78% | +168.0% |
| Q4 2021 | $1,288,000 | +296.3% | 13,866 | +253.7% | 0.29% | +238.4% |
| Q2 2021 | $325,000 | -39.9% | 3,920 | -44.7% | 0.09% | -49.1% |
| Q1 2021 | $541,000 | +45.4% | 7,089 | +36.5% | 0.17% | +36.3% |
| Q4 2020 | $372,000 | – | 5,194 | – | 0.12% | – |
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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% |