ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,230 | -3.3% | 3,000 | 0.0% | 0.08% | +2.4% |
| Q2 2023 | $252,510 | +7.9% | 3,000 | 0.0% | 0.08% | +5.1% |
| Q1 2023 | $233,970 | +8.6% | 3,000 | 0.0% | 0.08% | +2.6% |
| Q4 2022 | $215,370 | +7.1% | 3,000 | 0.0% | 0.08% | +2.7% |
| Q3 2022 | $201,000 | -6.9% | 3,000 | 0.0% | 0.08% | +1.4% |
| Q2 2022 | $216,000 | -16.9% | 3,000 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $260,000 | -6.8% | 3,000 | 0.0% | 0.07% | -6.3% |
| Q4 2021 | $279,000 | +11.6% | 3,000 | 0.0% | 0.08% | +6.8% |
| Q3 2021 | $250,000 | +0.8% | 3,000 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $248,000 | +8.3% | 3,000 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $229,000 | +6.5% | 3,000 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $215,000 | +12.0% | 3,000 | +100.0% | 0.07% | -1.4% |
| Q3 2020 | $192,000 | -16.5% | 1,500 | -23.3% | 0.07% | -22.1% |
| Q2 2020 | $230,000 | +21.1% | 1,956 | 0.0% | 0.10% | -5.0% |
| Q1 2020 | $190,000 | -18.8% | 1,956 | 0.0% | 0.10% | -7.4% |
| Q4 2019 | $234,000 | +7.8% | 1,956 | 0.0% | 0.11% | -2.7% |
| Q3 2019 | $217,000 | +1.4% | 1,956 | 0.0% | 0.11% | +1.8% |
| Q2 2019 | $214,000 | +3.9% | 1,956 | 0.0% | 0.11% | +3.8% |
| Q1 2019 | $206,000 | +13.8% | 1,956 | 0.0% | 0.10% | -1.9% |
| Q4 2018 | $181,000 | -13.4% | 1,956 | 0.0% | 0.11% | -2.7% |
| Q3 2018 | $209,000 | -15.4% | 1,956 | -20.4% | 0.11% | -24.7% |
| Q2 2018 | $247,000 | +2.9% | 2,456 | 0.0% | 0.15% | -0.7% |
| Q1 2018 | $240,000 | -0.4% | 2,456 | 0.0% | 0.15% | -1.3% |
| Q4 2017 | $241,000 | +5.7% | 2,456 | 0.0% | 0.15% | -1.3% |
| Q3 2017 | $228,000 | +4.1% | 2,456 | 0.0% | 0.15% | +3.4% |
| Q2 2017 | $219,000 | +2.8% | 2,456 | 0.0% | 0.15% | -4.6% |
| Q1 2017 | $213,000 | – | 2,456 | – | 0.15% | – |
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% |