ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,038 | -3.3% | 3,107 | -0.0% | 0.13% | +1.6% |
| Q2 2023 | $261,616 | +8.2% | 3,108 | +0.2% | 0.12% | +5.0% |
| Q1 2023 | $241,848 | +9.0% | 3,101 | +0.3% | 0.12% | 0.0% |
| Q4 2022 | $221,851 | -99.9% | 3,091 | -11.1% | 0.12% | -13.1% |
| Q3 2022 | $244,389,000 | +10.9% | 3,477 | +13.5% | 0.14% | +29.2% |
| Q2 2022 | $220,327,000 | +83357.2% | 3,064 | +0.5% | 0.11% | -10.9% |
| Q1 2022 | $264,000 | -6.7% | 3,049 | 0.0% | 0.12% | +1.7% |
| Q4 2021 | $283,000 | +12.3% | 3,049 | +0.3% | 0.12% | +5.4% |
| Q3 2021 | $252,000 | +0.4% | 3,040 | 0.0% | 0.11% | +1.8% |
| Q2 2021 | $251,000 | +8.2% | 3,040 | 0.0% | 0.11% | -7.6% |
| Q1 2021 | $232,000 | +6.9% | 3,040 | 0.0% | 0.12% | -3.3% |
| Q4 2020 | $217,000 | – | 3,040 | – | 0.12% | – |
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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% |