ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,514 | -3.3% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $13,972 | +7.9% | 166 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $12,946 | -11.6% | 166 | -18.6% | 0.01% | -11.1% |
| Q4 2022 | $14,645 | +4.6% | 204 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $14,000 | -6.7% | 204 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -28.6% | 204 | -17.1% | 0.01% | -23.1% |
| Q1 2022 | $21,000 | -8.7% | 246 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $23,000 | -4.2% | 246 | -15.2% | 0.01% | -6.7% |
| Q3 2021 | $24,000 | 0.0% | 290 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $24,000 | +9.1% | 290 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 290 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $21,000 | – | 290 | – | 0.02% | – |
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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% |