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 | $83,524 | -2.9% | 1,022 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $86,022 | +7.9% | 1,022 | 0.0% | 0.06% | +14.5% |
| Q1 2023 | $79,706 | +8.6% | 1,022 | 0.0% | 0.06% | +14.6% |
| Q4 2022 | $73,369 | +7.9% | 1,022 | 0.0% | 0.05% | +4.3% |
| Q3 2022 | $68,000 | -6.8% | 1,022 | 0.0% | 0.05% | +9.5% |
| Q2 2022 | $73,000 | -18.0% | 1,022 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $89,000 | -6.3% | 1,022 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $95,000 | +11.8% | 1,022 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $85,000 | 0.0% | 1,022 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $85,000 | +9.0% | 1,022 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $78,000 | +6.8% | 1,022 | 0.0% | 0.05% | -9.6% |
| Q4 2020 | $73,000 | +12.3% | 1,022 | +100.0% | 0.05% | -21.2% |
| Q3 2020 | $65,000 | +8.3% | 511 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $60,000 | +20.0% | 511 | 0.0% | 0.07% | -7.0% |
| Q1 2020 | $50,000 | -18.0% | 511 | 0.0% | 0.07% | +10.9% |
| Q4 2019 | $61,000 | – | 511 | – | 0.06% | – |
Download | ||||||
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% |