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 | $1,395,286 | -3.2% | 17,139 | +0.1% | 0.01% | 0.0% |
Q2 2023 | $1,441,748 | +2.2% | 17,129 | -5.3% | 0.01% | 0.0% |
Q1 2023 | $1,411,151 | +5.0% | 18,094 | -3.3% | 0.01% | -14.3% |
Q4 2022 | $1,343,406 | -4.2% | 18,713 | -10.7% | 0.01% | 0.0% |
Q3 2022 | $1,403,000 | +1.3% | 20,944 | +8.7% | 0.01% | 0.0% |
Q2 2022 | $1,385,000 | -5.3% | 19,267 | +14.2% | 0.01% | +16.7% |
Q1 2022 | $1,462,000 | +81.2% | 16,878 | +94.4% | 0.01% | +100.0% |
Q4 2021 | $807,000 | +67.4% | 8,680 | +49.9% | 0.00% | +50.0% |
Q3 2021 | $482,000 | – | 5,790 | – | 0.00% | – |
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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% |