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 | $214,680 | -7.3% | 2,657 | -1.5% | 0.09% | -4.4% |
| Q2 2023 | $231,704 | -39.6% | 2,698 | -45.5% | 0.09% | -44.5% |
| Q1 2023 | $383,646 | -8.2% | 4,949 | -7.4% | 0.16% | -7.9% |
| Q4 2022 | $417,929 | -20.5% | 5,343 | -32.4% | 0.18% | -32.8% |
| Q3 2022 | $526,000 | -55.1% | 7,909 | -50.6% | 0.26% | -54.8% |
| Q2 2022 | $1,172,000 | -38.8% | 16,002 | -27.6% | 0.59% | -34.1% |
| Q1 2022 | $1,916,000 | – | 22,114 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gibson Capital, LLC | 58,326 | $3,520,000 | 1.40% |
| Ballentine Partners, LLC | 69,961 | $4,222,000 | 0.57% |
| SHAPIRO ROBERT N | 41,558 | $2,508,000 | 0.53% |
| Sigma Investment Management Co | 8,259 | $498,000 | 0.37% |
| Mariner Wealth Advisors-Madison, LLC | 13,379 | $807,000 | 0.36% |
| Callan Capital, LLC | 10,275 | $620,000 | 0.35% |
| FORBES J M & CO LLP | 19,082 | $1,152,000 | 0.34% |
| Long Wharf Investors, Inc. | 5,245 | $317,000 | 0.31% |
| KMS FINANCIAL SERVICES, INC | 17,245 | $1,041,000 | 0.29% |
| Hilltop Holdings Inc. | 6,464 | $390,000 | 0.26% |