ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,686,164 | +3.7% | 20,712 | +7.2% | 0.88% | +8.1% |
| Q2 2023 | $1,626,501 | +7.9% | 19,324 | 0.0% | 0.82% | +4.1% |
| Q1 2023 | $1,507,079 | +36.3% | 19,324 | +25.4% | 0.79% | +27.0% |
| Q4 2022 | $1,105,853 | -2.4% | 15,404 | +0.5% | 0.62% | -1.1% |
| Q3 2022 | $1,133,000 | -0.9% | 15,322 | -3.7% | 0.63% | -5.4% |
| Q2 2022 | $1,143,000 | -11.3% | 15,904 | +6.9% | 0.66% | +22.6% |
| Q1 2022 | $1,288,000 | +1.1% | 14,874 | +8.5% | 0.54% | +3.8% |
| Q4 2021 | $1,274,000 | – | 13,711 | – | 0.52% | – |
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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% |