ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,016 | -3.3% | 295 | 0.0% | 0.03% | -17.6% |
| Q2 2023 | $24,830 | +7.9% | 295 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $23,007 | +17.0% | 295 | +7.7% | 0.04% | +9.4% |
| Q4 2022 | $19,670 | +9.3% | 274 | 0.0% | 0.03% | -11.1% |
| Q3 2022 | $18,000 | -10.0% | 274 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $20,000 | -16.7% | 274 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $24,000 | -4.0% | 274 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $25,000 | 0.0% | 274 | -9.0% | 0.04% | -5.4% |
| Q3 2021 | $25,000 | 0.0% | 301 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 301 | -1.0% | 0.04% | +5.7% |
| Q1 2021 | $23,000 | +4.5% | 304 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $22,000 | +15.8% | 304 | +100.0% | 0.04% | -47.0% |
| Q3 2020 | $19,000 | +5.6% | 152 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 152 | 0.0% | 0.07% | +10.0% |
| Q1 2020 | $15,000 | -25.0% | 152 | -10.1% | 0.06% | -1.6% |
| Q4 2019 | $20,000 | +5.3% | 169 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $19,000 | +18.8% | 169 | +12.7% | 0.06% | +37.8% |
| Q2 2019 | $16,000 | – | 150 | – | 0.04% | – |
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% |