ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 349 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,684 | +9.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,462 | +23.1% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -78.6% | 34 | -76.9% | 0.00% | -85.7% |
| Q4 2021 | $14,000 | +16.7% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $11,000 | +450.0% | 147 | +332.4% | 0.01% | +300.0% |
| Q4 2020 | $2,000 | 0.0% | 34 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | – | 17 | – | 0.00% | – |
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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% |