ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 233 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $263,000 | +8.7% | 3,039 | +16.8% | 0.06% | +17.6% |
| Q4 2021 | $242,000 | +13.1% | 2,601 | +1.4% | 0.05% | +6.2% |
| Q3 2021 | $214,000 | -10.5% | 2,566 | -11.0% | 0.05% | -11.1% |
| Q2 2021 | $239,000 | +12.7% | 2,884 | +3.9% | 0.05% | +1.9% |
| Q1 2021 | $212,000 | -2.8% | 2,777 | -9.0% | 0.05% | +32.5% |
| Q4 2020 | $218,000 | -52.2% | 3,052 | -14.4% | 0.04% | -58.3% |
| Q3 2020 | $456,000 | +10.1% | 3,566 | +1.8% | 0.10% | +6.7% |
| Q2 2020 | $414,000 | +21.1% | 3,504 | -0.3% | 0.09% | +2.3% |
| Q1 2020 | $342,000 | -17.8% | 3,515 | +1.3% | 0.09% | -1.1% |
| Q4 2019 | $416,000 | +6.9% | 3,469 | -1.2% | 0.09% | +29.0% |
| Q3 2019 | $389,000 | +281.4% | 3,510 | +250.0% | 0.07% | +200.0% |
| Q2 2019 | $102,000 | -74.4% | 1,003 | -73.4% | 0.02% | -69.7% |
| Q1 2019 | $398,000 | +11.5% | 3,773 | -1.8% | 0.08% | -1.3% |
| Q4 2018 | $357,000 | +80.3% | 3,842 | +107.3% | 0.08% | +92.5% |
| Q3 2018 | $198,000 | +96.0% | 1,853 | +84.7% | 0.04% | +81.8% |
| Q2 2018 | $101,000 | +3.1% | 1,003 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $98,000 | -1.0% | 1,003 | 0.0% | 0.02% | -4.3% |
| Q4 2017 | $99,000 | – | 1,003 | – | 0.02% | – |
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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% |