ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 369 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,976 | +3.0% | 539 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $54,337 | +10.5% | 539 | -0.2% | 0.01% | -11.1% |
| Q4 2023 | $49,167 | +8.8% | 540 | -2.7% | 0.01% | -10.0% |
| Q3 2023 | $45,183 | -11.0% | 555 | -8.0% | 0.01% | 0.0% |
| Q2 2023 | $50,755 | +2.6% | 603 | -4.9% | 0.01% | -9.1% |
| Q1 2023 | $49,446 | +8.6% | 634 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $45,515 | +8.4% | 634 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $42,000 | -10.6% | 634 | -2.0% | 0.01% | -7.7% |
| Q2 2022 | $47,000 | -16.1% | 647 | 0.0% | 0.01% | -48.0% |
| Q1 2022 | $56,000 | -3.4% | 647 | +3.4% | 0.02% | +56.2% |
| Q4 2021 | $58,000 | +11.5% | 626 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $52,000 | 0.0% | 626 | 0.0% | 0.02% | -10.5% |
| Q2 2021 | $52,000 | -10.3% | 626 | -18.1% | 0.02% | -24.0% |
| Q1 2021 | $58,000 | +5.5% | 764 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $55,000 | +12.2% | 764 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $49,000 | 0.0% | 382 | -8.4% | 0.02% | -7.4% |
| Q2 2020 | $49,000 | +6.5% | 417 | -10.9% | 0.03% | -10.0% |
| Q1 2020 | $46,000 | -17.9% | 468 | 0.0% | 0.03% | +3.4% |
| Q4 2019 | $56,000 | +1.8% | 468 | -5.1% | 0.03% | -3.3% |
| Q3 2019 | $55,000 | +1.9% | 493 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $54,000 | -3.6% | 493 | -7.5% | 0.03% | -6.5% |
| Q1 2019 | $56,000 | +12.0% | 533 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $50,000 | +233.3% | 533 | +280.7% | 0.03% | +287.5% |
| Q3 2018 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 140 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 140 | -17.2% | 0.01% | +60.0% |
| Q1 2016 | $13,000 | 0.0% | 169 | 0.0% | 0.01% | -54.5% |
| Q4 2015 | $13,000 | – | 169 | – | 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% |