ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,277 | -3.3% | 679 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $57,151 | +107732.1% | 679 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $53 | +8.2% | 679 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $49 | -99.2% | 679 | +654.4% | 0.02% | +380.0% |
| Q3 2022 | $6,000 | -95.6% | 90 | -95.2% | 0.01% | -91.1% |
| Q2 2022 | $135,000 | -17.2% | 1,879 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $163,000 | -1.8% | 1,879 | +5.0% | 0.06% | -12.5% |
| Q4 2021 | $166,000 | +31.7% | 1,789 | +18.2% | 0.07% | +24.1% |
| Q3 2021 | $126,000 | +0.8% | 1,514 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $125,000 | +13.6% | 1,514 | +5.6% | 0.06% | +20.0% |
| Q1 2021 | $110,000 | +7.8% | 1,434 | 0.0% | 0.05% | +6.4% |
| Q4 2020 | $102,000 | +10.9% | 1,434 | +100.0% | 0.05% | -9.6% |
| Q3 2020 | $92,000 | +8.2% | 717 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $85,000 | +6.2% | 717 | +7.8% | 0.05% | +1.9% |
| Q4 2019 | $80,000 | – | 665 | – | 0.05% | – |
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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% |