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 | $469,109 | -3.8% | 5,762 | -0.5% | 0.04% | -2.5% |
Q2 2023 | $487,620 | +8.1% | 5,793 | +0.2% | 0.04% | -4.8% |
Q1 2023 | $451,114 | +14.1% | 5,784 | +5.0% | 0.04% | +2.4% |
Q4 2022 | $395,319 | +7.4% | 5,507 | +0.3% | 0.04% | -4.7% |
Q3 2022 | $368,000 | -6.6% | 5,492 | +0.3% | 0.04% | -2.3% |
Q2 2022 | $394,000 | -18.9% | 5,475 | -2.5% | 0.04% | -6.4% |
Q1 2022 | $486,000 | -3.4% | 5,613 | +3.7% | 0.05% | -2.1% |
Q4 2021 | $503,000 | +370.1% | 5,412 | +546.6% | 0.05% | +242.9% |
Q3 2020 | $107,000 | +9.2% | 837 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $98,000 | +19.5% | 837 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $82,000 | -80.8% | 837 | -76.4% | 0.02% | -78.7% |
Q4 2019 | $427,000 | +53.6% | 3,552 | +41.6% | 0.08% | +38.9% |
Q3 2019 | $278,000 | -18.2% | 2,508 | -19.4% | 0.05% | -23.9% |
Q2 2019 | $340,000 | -5.8% | 3,111 | -9.2% | 0.07% | -4.1% |
Q1 2019 | $361,000 | +20.3% | 3,425 | +6.2% | 0.07% | +1.4% |
Q4 2018 | $300,000 | +70.5% | 3,226 | +96.2% | 0.07% | +121.2% |
Q3 2018 | $176,000 | +11.4% | 1,644 | +5.0% | 0.03% | +3.1% |
Q2 2018 | $158,000 | – | 1,566 | – | 0.03% | – |
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% |