ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 287 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,102 | -2.9% | 1,959 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $164,889 | +6.3% | 1,959 | -1.5% | 0.03% | -36.6% |
| Q1 2023 | $155,044 | +9.4% | 1,988 | +0.7% | 0.04% | -25.5% |
| Q4 2022 | $141,785 | +54.1% | 1,975 | +78.6% | 0.06% | +17.0% |
| Q3 2021 | $92,000 | -8.0% | 1,106 | -8.2% | 0.05% | -11.3% |
| Q2 2021 | $100,000 | +1900.0% | 1,205 | +2463.8% | 0.05% | +1225.0% |
| Q1 2020 | $5,000 | – | 47 | – | 0.00% | – |
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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% |