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 2023 | $389 | +8.7% | 5,072 | +10.4% | 0.01% | -44.4% |
| Q1 2023 | $358 | +8.8% | 4,595 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $329 | -99.9% | 4,586 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $307,000 | -44.6% | 4,586 | -40.5% | 0.02% | -40.0% |
| Q2 2022 | $554,000 | -21.1% | 7,702 | -5.0% | 0.03% | -16.7% |
| Q1 2022 | $702,000 | -7.6% | 8,107 | -0.8% | 0.04% | -5.3% |
| Q4 2021 | $760,000 | +66.3% | 8,174 | +48.9% | 0.04% | +40.7% |
| Q3 2021 | $457,000 | +18.1% | 5,488 | +17.5% | 0.03% | +12.5% |
| Q2 2021 | $387,000 | -41.6% | 4,672 | -49.6% | 0.02% | -56.4% |
| Q4 2020 | $663,000 | – | 9,272 | – | 0.06% | – |
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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% |