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 | $386,180 | -4.8% | 4,744 | -1.6% | 0.17% | -1.7% |
| Q2 2023 | $405,585 | +8.6% | 4,819 | +0.6% | 0.17% | -0.6% |
| Q1 2023 | $373,615 | -15.5% | 4,791 | -22.2% | 0.17% | -21.4% |
| Q4 2022 | $442,180 | +5.5% | 6,159 | -1.7% | 0.22% | +3.8% |
| Q3 2022 | $419,000 | -3.2% | 6,263 | +3.9% | 0.21% | +5.5% |
| Q2 2022 | $433,000 | -3.1% | 6,027 | +16.8% | 0.20% | +12.9% |
| Q1 2022 | $447,000 | -25.6% | 5,160 | -20.2% | 0.18% | -21.2% |
| Q4 2021 | $601,000 | – | 6,470 | – | 0.23% | – |
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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% |