ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,445 | -2.4% | 9,230 | +0.9% | 0.43% | +2.4% |
| Q2 2023 | $770,271 | +9.5% | 9,151 | +1.4% | 0.42% | +4.0% |
| Q1 2023 | $703,729 | -12.2% | 9,023 | -19.2% | 0.40% | -12.9% |
| Q4 2022 | $801,625 | +18.4% | 11,166 | +10.5% | 0.46% | +15.1% |
| Q3 2022 | $677,000 | -5.2% | 10,107 | +1.7% | 0.40% | +3.1% |
| Q2 2022 | $714,000 | -22.0% | 9,936 | -5.9% | 0.39% | -8.2% |
| Q1 2022 | $915,000 | +5.4% | 10,559 | +13.1% | 0.43% | +8.1% |
| Q4 2021 | $868,000 | +28.8% | 9,338 | +15.3% | 0.40% | +19.0% |
| Q3 2021 | $674,000 | +8.2% | 8,098 | +7.7% | 0.33% | +9.9% |
| Q2 2021 | $623,000 | +8.5% | 7,516 | 0.0% | 0.30% | +3.8% |
| Q1 2021 | $574,000 | +24.0% | 7,516 | +16.1% | 0.29% | +18.8% |
| Q4 2020 | $463,000 | +18.1% | 6,476 | +111.6% | 0.24% | +5.6% |
| Q3 2020 | $392,000 | +28.9% | 3,061 | +18.6% | 0.23% | +17.8% |
| Q2 2020 | $304,000 | +28.8% | 2,580 | +6.6% | 0.20% | +11.3% |
| Q1 2020 | $236,000 | -12.9% | 2,420 | +7.1% | 0.18% | +11.3% |
| Q4 2019 | $271,000 | +8.0% | 2,260 | 0.0% | 0.16% | -0.6% |
| Q3 2019 | $251,000 | +14.1% | 2,260 | +12.2% | 0.16% | +8.8% |
| Q2 2019 | $220,000 | +7.8% | 2,015 | +4.4% | 0.15% | +4.3% |
| Q1 2019 | $204,000 | – | 1,930 | – | 0.14% | – |
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% |