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 | $944,926 | -2.1% | 11,607 | +1.2% | 0.61% | +1.5% |
| Q2 2023 | $964,925 | +13.5% | 11,464 | +5.2% | 0.60% | +10.5% |
| Q1 2023 | $849,935 | +8.6% | 10,898 | 0.0% | 0.54% | -2.9% |
| Q4 2022 | $782,367 | -7.5% | 10,898 | -13.8% | 0.56% | -20.3% |
| Q3 2022 | $846,000 | -6.1% | 12,639 | +0.8% | 0.70% | -11.2% |
| Q2 2022 | $901,000 | -17.4% | 12,537 | -0.5% | 0.79% | -9.6% |
| Q1 2022 | $1,091,000 | -9.5% | 12,600 | -2.8% | 0.87% | -3.5% |
| Q4 2021 | $1,205,000 | +14.8% | 12,963 | +2.7% | 0.90% | +3.7% |
| Q3 2021 | $1,050,000 | -0.3% | 12,619 | -0.8% | 0.87% | +0.5% |
| Q2 2021 | $1,053,000 | +6.9% | 12,717 | -1.4% | 0.87% | -4.7% |
| Q1 2021 | $985,000 | +9.3% | 12,902 | +2.5% | 0.91% | -11.5% |
| Q4 2020 | $901,000 | – | 12,589 | – | 1.03% | – |
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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% |