ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,603 | -3.3% | 818 | 0.0% | 0.04% | +2.5% |
| Q2 2023 | $68,861 | +8.2% | 818 | +0.2% | 0.04% | -2.4% |
| Q1 2023 | $63,660 | +9.0% | 816 | +0.4% | 0.04% | -4.7% |
| Q4 2022 | $58,399 | -20.0% | 813 | -25.9% | 0.04% | -20.4% |
| Q3 2022 | $73,000 | -7.6% | 1,097 | 0.0% | 0.05% | -1.8% |
| Q2 2022 | $79,000 | -16.8% | 1,097 | +0.3% | 0.06% | -1.8% |
| Q1 2022 | $95,000 | -8.7% | 1,094 | -2.7% | 0.06% | -1.8% |
| Q4 2021 | $104,000 | +11.8% | 1,124 | +0.4% | 0.06% | +1.8% |
| Q3 2021 | $93,000 | 0.0% | 1,119 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $93,000 | +9.4% | 1,119 | +0.1% | 0.06% | -1.8% |
| Q1 2021 | $85,000 | +6.2% | 1,118 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $80,000 | -12.1% | 1,118 | +57.7% | 0.06% | -24.0% |
| Q3 2020 | $91,000 | +2.2% | 709 | -6.5% | 0.08% | -9.6% |
| Q2 2020 | $89,000 | +9.9% | 758 | -8.9% | 0.08% | -11.7% |
| Q1 2020 | $81,000 | -27.7% | 832 | -10.7% | 0.09% | -10.5% |
| Q4 2019 | $112,000 | – | 932 | – | 0.10% | – |
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% |