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 | $947,908 | +16.9% | 11,644 | +20.9% | 0.22% | +14.4% |
| Q2 2023 | $810,610 | +46.3% | 9,631 | +35.6% | 0.19% | -12.2% |
| Q1 2023 | $553,924 | +16.4% | 7,103 | +8.6% | 0.22% | +13.9% |
| Q4 2022 | $475,923 | +8.4% | 6,542 | -1.1% | 0.19% | -3.0% |
| Q3 2022 | $439,000 | -1.8% | 6,612 | +10.8% | 0.20% | +0.5% |
| Q2 2022 | $447,000 | -3.7% | 5,966 | +2.2% | 0.20% | +13.1% |
| Q1 2022 | $464,000 | +18.4% | 5,835 | +39.0% | 0.18% | +33.3% |
| Q4 2021 | $392,000 | – | 4,198 | – | 0.13% | – |
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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% |