ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,351,391 | -3.0% | 127,151 | -7.5% | 0.52% | -3.5% |
| Q1 2023 | $10,671,925 | +4.9% | 137,507 | -2.9% | 0.54% | +13.6% |
| Q4 2022 | $10,170,217 | +5.5% | 141,666 | -1.6% | 0.47% | -18.1% |
| Q3 2022 | $9,640,000 | -9.8% | 143,942 | -3.2% | 0.58% | -6.8% |
| Q2 2022 | $10,690,000 | -20.0% | 148,684 | -3.6% | 0.62% | +26.4% |
| Q1 2022 | $13,365,000 | -10.1% | 154,296 | -3.5% | 0.49% | -9.9% |
| Q4 2021 | $14,864,000 | – | 159,962 | – | 0.54% | – |
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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% |