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 ↓ |
|---|---|---|---|
| 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% |