ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,838,572 | -3.2% | 22,584 | +0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,900,315 | +14.2% | 22,577 | +5.8% | 0.07% | +7.7% |
| Q1 2023 | $1,664,462 | +1116988.6% | 21,342 | +928.0% | 0.06% | +712.5% |
| Q4 2022 | $149 | -99.9% | 2,076 | +31.5% | 0.01% | +33.3% |
| Q3 2022 | $106,000 | -92.9% | 1,579 | -92.4% | 0.01% | -90.2% |
| Q2 2022 | $1,487,000 | -59.9% | 20,680 | -51.6% | 0.06% | -38.4% |
| Q1 2022 | $3,704,000 | -6.0% | 42,762 | +0.9% | 0.10% | +13.8% |
| Q4 2021 | $3,939,000 | +14.4% | 42,387 | +2.8% | 0.09% | -4.4% |
| Q3 2021 | $3,442,000 | +6.4% | 41,245 | +5.6% | 0.09% | +3.4% |
| Q2 2021 | $3,235,000 | +13.0% | 39,054 | +4.2% | 0.09% | +15.8% |
| Q1 2021 | $2,862,000 | – | 37,481 | – | 0.08% | – |
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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% |