ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,140,062 | +873.2% | 99,988 | +906.2% | 0.03% | +933.3% |
| Q2 2023 | $836,438 | +226577.0% | 9,937 | +109.3% | 0.00% | +50.0% |
| Q1 2023 | $369 | +8.8% | 4,747 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $339 | -99.9% | 4,739 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $317,000 | -6.2% | 4,736 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $338,000 | -16.1% | 4,716 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $403,000 | -17.1% | 4,669 | -10.9% | 0.00% | 0.0% |
| Q4 2021 | $486,000 | -2.8% | 5,241 | -13.0% | 0.00% | -33.3% |
| Q3 2021 | $500,000 | +33.0% | 6,026 | +32.3% | 0.00% | +50.0% |
| Q2 2021 | $376,000 | +8.7% | 4,554 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $346,000 | +6.5% | 4,554 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $325,000 | +5.2% | 4,554 | +87.6% | 0.00% | -33.3% |
| Q3 2020 | $309,000 | +32.1% | 2,427 | +22.8% | 0.00% | +50.0% |
| Q2 2020 | $234,000 | +100.0% | 1,977 | +64.9% | 0.00% | 0.0% |
| Q1 2020 | $117,000 | -7.1% | 1,199 | +14.3% | 0.00% | 0.0% |
| Q4 2019 | $126,000 | +8.6% | 1,049 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $116,000 | – | 1,049 | – | 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% |