ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,433 | -39.8% | 4,931 | -37.8% | 0.26% | -37.8% |
| Q2 2023 | $667,300 | +21.1% | 7,928 | +12.2% | 0.41% | +10.5% |
| Q1 2023 | $550,843 | +5.5% | 7,063 | -2.9% | 0.37% | -6.5% |
| Q4 2022 | $522,135 | -16.6% | 7,273 | -3.4% | 0.40% | -36.2% |
| Q3 2022 | $626,000 | 0.0% | 7,527 | 0.0% | 0.62% | 0.0% |
| Q2 2022 | $626,000 | -4.0% | 7,527 | -0.0% | 0.62% | +16.5% |
| Q1 2022 | $652,000 | -6.9% | 7,529 | +0.0% | 0.53% | -7.5% |
| Q4 2021 | $700,000 | +11.8% | 7,528 | +0.0% | 0.58% | -7.2% |
| Q3 2021 | $626,000 | +0.5% | 7,527 | 0.0% | 0.62% | +2.1% |
| Q2 2021 | $623,000 | +3.5% | 7,527 | 0.0% | 0.61% | +1.8% |
| Q1 2021 | $602,000 | +12.7% | 7,527 | +0.9% | 0.60% | +17.0% |
| Q4 2020 | $534,000 | – | 7,458 | – | 0.51% | – |
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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% |