ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,157 | +8.1% | 275 | +0.4% | 0.02% | +9.1% |
| Q1 2023 | $21,418 | +6.2% | 274 | -2.1% | 0.02% | +37.5% |
| Q4 2022 | $20,163 | -58.0% | 280 | -61.1% | 0.02% | -57.9% |
| Q3 2022 | $48,000 | +11.6% | 720 | +19.8% | 0.04% | +18.8% |
| Q2 2022 | $43,000 | +514.3% | 601 | +680.5% | 0.03% | +540.0% |
| Q1 2022 | $7,000 | +600.0% | 77 | +1000.0% | 0.01% | +400.0% |
| Q4 2021 | $1,000 | – | 7 | +16.7% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 6 | -88.0% | 0.00% | -100.0% |
| Q2 2021 | $4,000 | -60.0% | 50 | -63.0% | 0.00% | -66.7% |
| Q1 2021 | $10,000 | -9.1% | 135 | -8.8% | 0.01% | -14.3% |
| Q4 2020 | $11,000 | – | 148 | – | 0.01% | – |
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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% |