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 | $334 | -3.2% | 4,104 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $345 | +7.8% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $320 | +8.5% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $295 | -99.9% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $275,000 | -6.8% | 4,104 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $295,000 | -27.2% | 4,104 | -6.0% | 0.01% | 0.0% |
| Q1 2022 | $405,000 | 0.0% | 4,364 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $405,000 | +11.6% | 4,364 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $363,000 | +0.6% | 4,364 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $361,000 | +8.4% | 4,364 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $333,000 | +6.7% | 4,364 | 0.0% | 0.02% | -21.7% |
| Q4 2020 | $312,000 | +11.8% | 4,364 | +100.0% | 0.02% | +21.1% |
| Q3 2020 | $279,000 | +30.4% | 2,182 | +20.4% | 0.02% | +18.8% |
| Q2 2020 | $214,000 | +137.8% | 1,812 | +96.5% | 0.02% | +100.0% |
| Q1 2020 | $90,000 | +260.0% | 922 | +334.9% | 0.01% | +300.0% |
| Q4 2019 | $25,000 | +4.2% | 212 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | +4.3% | 212 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +46.7% | 212 | +112.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -34.8% | 100 | -52.8% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | – | 212 | – | 0.00% | – |
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% |