ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 297 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,913,298 | -12.0% | 23,502 | -9.0% | 0.13% | -8.4% |
Q2 2023 | $2,174,279 | +4.2% | 25,832 | -3.4% | 0.14% | +1.4% |
Q1 2023 | $2,086,233 | -3.2% | 26,750 | -10.9% | 0.14% | -7.8% |
Q4 2022 | $2,155,208 | +6.7% | 30,021 | -0.5% | 0.15% | +2.0% |
Q3 2022 | $2,020,000 | -13.8% | 30,168 | -7.5% | 0.15% | -12.3% |
Q2 2022 | $2,344,000 | +131.6% | 32,603 | +179.0% | 0.17% | +151.5% |
Q1 2022 | $1,012,000 | +98.8% | 11,687 | +113.1% | 0.07% | +65.9% |
Q4 2021 | $509,000 | -4.0% | 5,483 | -13.9% | 0.04% | -10.9% |
Q3 2021 | $530,000 | -56.3% | 6,371 | -56.5% | 0.05% | -57.4% |
Q2 2021 | $1,214,000 | -5.5% | 14,653 | -13.0% | 0.11% | -15.6% |
Q1 2021 | $1,285,000 | -31.7% | 16,834 | -36.0% | 0.13% | -41.8% |
Q4 2020 | $1,882,000 | +37.0% | 26,307 | +145.0% | 0.22% | +20.2% |
Q3 2020 | $1,374,000 | +52.2% | 10,738 | +40.4% | 0.18% | +40.8% |
Q2 2020 | $903,000 | +7.0% | 7,648 | -11.8% | 0.13% | -2.3% |
Q1 2020 | $844,000 | +133.8% | 8,668 | +188.7% | 0.13% | +183.0% |
Q4 2019 | $361,000 | – | 3,002 | – | 0.05% | – |
Download |
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% |