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 | $520,780 | -3.3% | 6,397 | 0.0% | 0.13% | -1.5% |
| Q2 2023 | $538,436 | +7.3% | 6,397 | -0.6% | 0.13% | +1.5% |
| Q1 2023 | $501,944 | +6.6% | 6,436 | -1.9% | 0.13% | 0.0% |
| Q4 2022 | $470,871 | +7.3% | 6,559 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $439,000 | -5.4% | 6,559 | +1.7% | 0.13% | -2.2% |
| Q2 2022 | $464,000 | -17.0% | 6,450 | 0.0% | 0.14% | -8.2% |
| Q1 2022 | $559,000 | -6.5% | 6,450 | +0.2% | 0.15% | -8.1% |
| Q4 2021 | $598,000 | +7.2% | 6,435 | -4.0% | 0.16% | -1.8% |
| Q3 2021 | $558,000 | +20.5% | 6,706 | +20.0% | 0.16% | +14.8% |
| Q2 2021 | $463,000 | +33.0% | 5,589 | +22.6% | 0.14% | +21.4% |
| Q1 2021 | $348,000 | +6.7% | 4,557 | 0.0% | 0.12% | +0.9% |
| Q4 2020 | $326,000 | – | 4,557 | – | 0.12% | – |
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% |