ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,053 | -7.3% | 10,761 | -4.2% | 0.13% | -7.3% |
| Q2 2023 | $945,482 | +15.8% | 11,233 | +7.3% | 0.14% | +5.4% |
| Q1 2023 | $816,321 | -16.4% | 10,467 | -23.0% | 0.13% | -24.0% |
| Q4 2022 | $976,272 | +6.8% | 13,599 | -0.3% | 0.17% | -10.9% |
| Q3 2022 | $914,000 | -5.3% | 13,642 | +1.6% | 0.19% | -9.9% |
| Q2 2022 | $965,000 | +109.3% | 13,425 | +152.1% | 0.21% | +131.5% |
| Q1 2022 | $461,000 | +67.0% | 5,326 | +59.6% | 0.09% | +43.8% |
| Q2 2021 | $276,000 | -33.8% | 3,337 | -38.9% | 0.06% | -41.8% |
| Q1 2021 | $417,000 | -51.3% | 5,464 | -54.4% | 0.11% | -55.6% |
| Q4 2020 | $856,000 | +24.8% | 11,971 | +123.3% | 0.25% | -3.1% |
| Q3 2020 | $686,000 | – | 5,360 | – | 0.26% | – |
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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% |