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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $937,771 | +0.3% | 12,910 | -0.8% | 0.10% | 0.0% |
| Q4 2022 | $934,574 | +7.4% | 13,018 | +0.1% | 0.10% | -1.0% |
| Q3 2022 | $870,000 | -7.0% | 13,002 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $935,000 | -40.0% | 13,002 | -27.7% | 0.10% | -31.1% |
| Q1 2022 | $1,558,000 | -7.5% | 17,986 | -0.8% | 0.15% | -2.6% |
| Q4 2021 | $1,685,000 | +11.7% | 18,131 | 0.0% | 0.15% | +4.1% |
| Q3 2021 | $1,508,000 | +0.4% | 18,131 | 0.0% | 0.15% | +1.4% |
| Q2 2021 | $1,502,000 | +7.7% | 18,131 | -0.8% | 0.14% | +37.1% |
| Q1 2021 | $1,395,000 | +5.9% | 18,270 | -0.7% | 0.10% | -31.8% |
| Q4 2020 | $1,317,000 | – | 18,407 | – | 0.15% | – |
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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% |