ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $352,000 | -18.1% | 4,899 | -1.4% | 0.18% | -9.3% |
| Q1 2022 | $430,000 | -5.3% | 4,969 | +1.6% | 0.19% | -4.9% |
| Q4 2021 | $454,000 | +11.8% | 4,889 | +0.1% | 0.20% | -4.2% |
| Q3 2021 | $406,000 | +0.5% | 4,882 | +0.2% | 0.21% | -2.7% |
| Q2 2021 | $404,000 | +6.9% | 4,874 | -1.5% | 0.22% | -0.9% |
| Q1 2021 | $378,000 | +8.6% | 4,947 | +1.7% | 0.22% | +3.3% |
| Q4 2020 | $348,000 | +11.9% | 4,862 | +100.3% | 0.21% | -3.6% |
| Q3 2020 | $311,000 | +8.7% | 2,427 | +0.2% | 0.22% | -1.3% |
| Q2 2020 | $286,000 | +21.2% | 2,423 | +0.2% | 0.22% | +0.9% |
| Q1 2020 | $236,000 | -11.3% | 2,419 | +9.2% | 0.22% | -16.5% |
| Q4 2019 | $266,000 | -1.8% | 2,215 | -9.4% | 0.27% | +7.7% |
| Q3 2019 | $271,000 | -2.5% | 2,445 | -3.7% | 0.25% | -9.5% |
| Q2 2019 | $278,000 | +4.1% | 2,539 | +0.2% | 0.27% | +16.6% |
| Q1 2019 | $267,000 | +14.1% | 2,533 | +0.4% | 0.24% | +17.5% |
| Q4 2018 | $234,000 | -12.7% | 2,523 | +0.7% | 0.20% | -13.4% |
| Q3 2018 | $268,000 | -1.5% | 2,505 | -7.0% | 0.23% | -20.6% |
| Q2 2018 | $272,000 | -99.9% | 2,694 | -1.9% | 0.29% | +12.8% |
| Q1 2018 | $268,000,000 | – | 2,747 | – | 0.26% | – |
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% |