ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,723,890 | +5.4% | 21,175 | +8.9% | 0.03% | +8.0% |
| Q2 2023 | $1,636,239 | +14.2% | 19,440 | +5.8% | 0.02% | +8.7% |
| Q1 2023 | $1,432,856 | +10.5% | 18,372 | +1.7% | 0.02% | +4.5% |
| Q4 2022 | $1,296,623 | +37.6% | 18,061 | +28.4% | 0.02% | +22.2% |
| Q3 2022 | $942,000 | +4.1% | 14,064 | +11.7% | 0.02% | +5.9% |
| Q2 2022 | $905,000 | +27.8% | 12,592 | +54.1% | 0.02% | +54.5% |
| Q1 2022 | $708,000 | +163.2% | 8,169 | +182.0% | 0.01% | +175.0% |
| Q4 2021 | $269,000 | +14.5% | 2,897 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $235,000 | -25.2% | 2,824 | -25.6% | 0.00% | -20.0% |
| Q2 2021 | $314,000 | -100.0% | 3,796 | -67.3% | 0.01% | -37.5% |
| Q1 2021 | $886,254,000 | +195973.9% | 11,606 | +83.5% | 0.01% | -20.0% |
| Q4 2020 | $452,000 | +52.7% | 6,325 | +173.6% | 0.01% | +42.9% |
| Q3 2020 | $296,000 | +9.2% | 2,312 | +0.6% | 0.01% | -12.5% |
| Q2 2020 | $271,000 | +24.9% | 2,298 | +3.0% | 0.01% | 0.0% |
| Q1 2020 | $217,000 | -17.5% | 2,231 | +1.9% | 0.01% | 0.0% |
| Q4 2019 | $263,000 | +27.7% | 2,189 | +17.8% | 0.01% | +14.3% |
| Q3 2019 | $206,000 | +1.5% | 1,859 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $203,000 | +331.9% | 1,857 | +324.9% | 0.01% | +250.0% |
| Q3 2018 | $47,000 | +6.8% | 437 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $44,000 | 0.0% | 437 | -3.3% | 0.00% | 0.0% |
| Q1 2018 | $44,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $44,000 | +214.3% | 452 | +197.4% | 0.00% | +200.0% |
| Q3 2017 | $14,000 | +133.3% | 152 | +117.1% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | – | 70 | – | 0.00% | – |
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% |