ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,086 | -4.7% | 8,591 | -1.9% | 0.14% | -2.1% |
| Q2 2023 | $736,714 | +1.1% | 8,753 | -6.3% | 0.14% | -6.6% |
| Q1 2023 | $728,689 | +51.3% | 9,343 | +39.3% | 0.15% | +38.2% |
| Q4 2022 | $481,514 | +27.0% | 6,707 | +18.4% | 0.11% | +22.2% |
| Q3 2022 | $379,000 | +12.5% | 5,664 | +32.5% | 0.09% | +26.8% |
| Q2 2022 | $337,000 | – | 4,276 | – | 0.07% | – |
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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% |