ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 502 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $225,883 | +178.9% | 3,146 | +159.8% | 0.01% | +100.0% |
| Q3 2022 | $81,000 | -8.0% | 1,211 | 0.0% | 0.01% | -37.5% |
| Q2 2022 | $88,000 | -63.8% | 1,211 | -56.9% | 0.01% | -42.9% |
| Q1 2022 | $243,000 | +135.9% | 2,809 | +153.5% | 0.01% | +55.6% |
| Q4 2021 | $103,000 | +13.2% | 1,108 | -7.1% | 0.01% | +28.6% |
| Q1 2021 | $91,000 | +11.0% | 1,193 | +4.1% | 0.01% | -12.5% |
| Q4 2020 | $82,000 | – | 1,146 | – | 0.01% | – |
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% |