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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,368,339 | +0.4% | 41,375 | +3.8% | 1.95% | +3.7% |
| Q2 2023 | $3,356,279 | +7.1% | 39,875 | -0.7% | 1.88% | +4.1% |
| Q1 2023 | $3,133,248 | +6.7% | 40,175 | -1.8% | 1.81% | +10.5% |
| Q4 2022 | $2,936,211 | +7.2% | 40,900 | 0.0% | 1.64% | +5.9% |
| Q3 2022 | $2,739,000 | -9.3% | 40,900 | -2.7% | 1.55% | -4.7% |
| Q2 2022 | $3,021,000 | -10.7% | 42,016 | +2.9% | 1.62% | +2.5% |
| Q1 2022 | $3,382,000 | +3.8% | 40,816 | +4.3% | 1.58% | -8.1% |
| Q4 2021 | $3,257,000 | 0.0% | 39,143 | 0.0% | 1.72% | +0.2% |
| Q3 2021 | $3,257,000 | +5.5% | 39,143 | +5.0% | 1.72% | -2.3% |
| Q2 2021 | $3,087,000 | +10.8% | 37,271 | +2.2% | 1.76% | +1.8% |
| Q1 2021 | $2,786,000 | +6.3% | 36,486 | -0.5% | 1.73% | -5.0% |
| Q4 2020 | $2,622,000 | +47.1% | 36,655 | +142.6% | 1.82% | +14.6% |
| Q2 2020 | $1,783,000 | +13.3% | 15,111 | -6.5% | 1.59% | -7.9% |
| Q1 2020 | $1,574,000 | +10.1% | 16,166 | +35.8% | 1.72% | +35.3% |
| Q4 2019 | $1,430,000 | – | 11,906 | – | 1.27% | – |
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% |