ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. 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% | – |
Download |
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% |