ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655,513 | -2.2% | 8,052 | +1.1% | 0.33% | +3.5% |
| Q2 2023 | $670,246 | +4.5% | 7,963 | -3.2% | 0.32% | -5.1% |
| Q1 2023 | $641,546 | +13.6% | 8,226 | +4.6% | 0.34% | +10.9% |
| Q4 2022 | $564,628 | +4.6% | 7,865 | -2.4% | 0.30% | -5.9% |
| Q3 2022 | $540,000 | -2.9% | 8,056 | +4.2% | 0.32% | -0.6% |
| Q2 2022 | $556,000 | -19.3% | 7,728 | -2.8% | 0.32% | -0.3% |
| Q1 2022 | $689,000 | +2.5% | 7,950 | +9.9% | 0.32% | -4.1% |
| Q4 2021 | $672,000 | +11.8% | 7,231 | +0.2% | 0.34% | +5.6% |
| Q3 2021 | $601,000 | +7.1% | 7,219 | +6.6% | 0.32% | +7.0% |
| Q2 2021 | $561,000 | +7.1% | 6,772 | -1.4% | 0.30% | -1.6% |
| Q1 2021 | $524,000 | +19.1% | 6,867 | +11.7% | 0.30% | +1.7% |
| Q4 2020 | $440,000 | – | 6,150 | – | 0.30% | – |
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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% |