ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,768,021 | -19.7% | 34,001 | -17.0% | 0.59% | -20.8% |
| Q2 2023 | $3,447,182 | +13.1% | 40,955 | +4.8% | 0.74% | -14.2% |
| Q1 2023 | $3,047,147 | +7.1% | 39,071 | -1.4% | 0.86% | +1.2% |
| Q4 2022 | $2,844,535 | +11.6% | 39,623 | +4.1% | 0.86% | +5.7% |
| Q3 2022 | $2,548,000 | -6.0% | 38,047 | +0.9% | 0.81% | +8.6% |
| Q2 2022 | $2,712,000 | -7.8% | 37,718 | +11.0% | 0.74% | -2.1% |
| Q1 2022 | $2,943,000 | +7.6% | 33,979 | +15.5% | 0.76% | +13.8% |
| Q4 2021 | $2,734,000 | +63.6% | 29,422 | +46.5% | 0.67% | -2.2% |
| Q3 2021 | $1,671,000 | -8.4% | 20,080 | -8.9% | 0.68% | +30.8% |
| Q2 2021 | $1,825,000 | +33.0% | 22,039 | +22.6% | 0.52% | +13.2% |
| Q1 2021 | $1,372,000 | -0.5% | 17,970 | -6.8% | 0.46% | -56.5% |
| Q4 2020 | $1,379,000 | – | 19,282 | – | 1.06% | – |
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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% |