ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 349 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,407,254 | -3.3% | 17,286 | 0.0% | 0.41% | -1.9% |
| Q2 2023 | $1,454,963 | +7.9% | 17,286 | 0.0% | 0.41% | +1.2% |
| Q1 2023 | $1,348,136 | +8.6% | 17,286 | 0.0% | 0.41% | +1.7% |
| Q4 2022 | $1,240,962 | +7.2% | 17,286 | 0.0% | 0.40% | -5.4% |
| Q3 2022 | $1,158,000 | -6.8% | 17,286 | 0.0% | 0.42% | -5.8% |
| Q2 2022 | $1,243,000 | -17.0% | 17,286 | 0.0% | 0.45% | -7.4% |
| Q1 2022 | $1,497,000 | -6.8% | 17,286 | 0.0% | 0.49% | -2.4% |
| Q4 2021 | $1,606,000 | +11.7% | 17,286 | 0.0% | 0.50% | +4.6% |
| Q3 2021 | $1,438,000 | +0.4% | 17,286 | 0.0% | 0.48% | -0.6% |
| Q2 2021 | $1,432,000 | +8.5% | 17,286 | 0.0% | 0.48% | -0.6% |
| Q1 2021 | $1,320,000 | +6.7% | 17,286 | 0.0% | 0.48% | +0.4% |
| Q4 2020 | $1,237,000 | – | 17,286 | – | 0.48% | – |
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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% |