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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $360,182 | +15.3% | 4,628 | +6.3% | 0.12% | +7.2% |
| Q4 2022 | $312,488 | +7.2% | 4,353 | 0.0% | 0.11% | -27.9% |
| Q3 2022 | $291,507 | -6.9% | 4,353 | 0.0% | 0.15% | -5.5% |
| Q2 2022 | $312,967 | -17.0% | 4,353 | 0.0% | 0.16% | -3.0% |
| Q1 2022 | $377,040 | -6.7% | 4,353 | +0.1% | 0.17% | +17.5% |
| Q4 2021 | $404,020 | +100.7% | 4,348 | +79.7% | 0.14% | +93.2% |
| Q3 2021 | $201,285 | +0.5% | 2,419 | 0.0% | 0.07% | -5.1% |
| Q2 2021 | $200,366 | – | 2,419 | – | 0.08% | – |
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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% |