ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,486,293 | -10.7% | 30,540 | -7.6% | 0.61% | -7.8% |
| Q2 2023 | $2,783,000 | +7.2% | 33,060 | -0.7% | 0.66% | +3.1% |
| Q1 2023 | $2,597,000 | +3.3% | 33,301 | -4.9% | 0.64% | -2.0% |
| Q4 2022 | $2,513,000 | +10.7% | 35,010 | +3.3% | 0.66% | +2.0% |
| Q3 2022 | $2,270,000 | -2.9% | 33,899 | +4.3% | 0.64% | +1.4% |
| Q2 2022 | $2,337,000 | +259.5% | 32,510 | +333.4% | 0.64% | +299.4% |
| Q1 2022 | $650,000 | -0.6% | 7,502 | -5.0% | 0.16% | -13.1% |
| Q2 2021 | $654,000 | -29.4% | 7,893 | -35.0% | 0.18% | -37.3% |
| Q1 2021 | $927,000 | -11.6% | 12,137 | -17.2% | 0.29% | -19.3% |
| Q4 2020 | $1,049,000 | +23.3% | 14,659 | +120.3% | 0.36% | +9.7% |
| Q3 2020 | $851,000 | – | 6,655 | – | 0.33% | – |
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% |