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 | $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 ↓ |
|---|---|---|---|
| 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% |