ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 443 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,674 | -3.4% | 6,322 | -0.1% | 0.19% | -1.6% |
| Q2 2023 | $532,796 | +21.1% | 6,330 | +12.2% | 0.19% | +15.9% |
| Q1 2023 | $439,864 | +7.3% | 5,640 | -1.2% | 0.16% | +1.9% |
| Q4 2022 | $409,921 | +9.0% | 5,710 | +1.7% | 0.16% | +2.5% |
| Q3 2022 | $376,000 | 0.0% | 5,613 | +7.3% | 0.16% | +8.3% |
| Q2 2022 | $376,000 | +11.2% | 5,229 | +34.1% | 0.14% | +28.3% |
| Q1 2022 | $338,000 | -0.6% | 3,899 | +6.4% | 0.11% | +2.7% |
| Q4 2021 | $340,000 | +4.3% | 3,664 | -6.6% | 0.11% | 0.0% |
| Q3 2021 | $326,000 | +7.6% | 3,921 | +7.2% | 0.11% | +6.8% |
| Q2 2021 | $303,000 | +1.7% | 3,656 | -6.3% | 0.10% | -4.6% |
| Q1 2021 | $298,000 | +8.4% | 3,903 | +1.4% | 0.11% | +3.8% |
| Q4 2020 | $275,000 | +12.7% | 3,848 | +102.1% | 0.10% | -1.0% |
| Q3 2020 | $244,000 | – | 1,904 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gibson Capital, LLC | 58,326 | $3,520,000 | 1.40% |
| Ballentine Partners, LLC | 69,961 | $4,222,000 | 0.57% |
| SHAPIRO ROBERT N | 41,558 | $2,508,000 | 0.53% |
| Sigma Investment Management Co | 8,259 | $498,000 | 0.37% |
| Mariner Wealth Advisors-Madison, LLC | 13,379 | $807,000 | 0.36% |
| Callan Capital, LLC | 10,275 | $620,000 | 0.35% |
| FORBES J M & CO LLP | 19,082 | $1,152,000 | 0.34% |
| Long Wharf Investors, Inc. | 5,245 | $317,000 | 0.31% |
| KMS FINANCIAL SERVICES, INC | 17,245 | $1,041,000 | 0.29% |
| Hilltop Holdings Inc. | 6,464 | $390,000 | 0.26% |