ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $898,197 | +2.8% | 11,033 | +6.2% | 0.56% | +2.0% |
| Q2 2023 | $874,021 | +6.6% | 10,384 | -1.3% | 0.55% | -4.2% |
| Q1 2023 | $820,143 | +7.9% | 10,516 | -4.4% | 0.57% | -9.6% |
| Q4 2022 | $760,041 | -9.5% | 11,000 | -8.3% | 0.63% | -14.1% |
| Q3 2022 | $840,000 | -11.2% | 12,000 | -7.7% | 0.74% | -10.8% |
| Q2 2022 | $946,000 | -31.7% | 13,000 | -18.8% | 0.83% | -16.2% |
| Q1 2022 | $1,385,000 | -6.9% | 16,000 | 0.0% | 0.99% | -3.4% |
| Q4 2021 | $1,488,000 | +10.6% | 16,000 | -1.0% | 1.02% | +2.6% |
| Q3 2021 | $1,345,000 | -8.3% | 16,162 | -8.7% | 1.00% | -2.4% |
| Q2 2021 | $1,466,000 | +11.5% | 17,696 | +5.3% | 1.02% | +4.1% |
| Q1 2021 | $1,315,000 | +3.9% | 16,798 | -2.8% | 0.98% | -1.1% |
| Q4 2020 | $1,266,000 | – | 17,290 | – | 0.99% | – |
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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% |