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 | $310,660 | -3.3% | 3,816 | 0.0% | 0.00% | – |
| Q2 2023 | $321,193 | +7.9% | 3,816 | 0.0% | 0.00% | – |
| Q1 2023 | $297,610 | +37.8% | 3,816 | +112.6% | 0.00% | – |
| Q4 2019 | $216,000 | -27.3% | 1,795 | -36.3% | 0.00% | – |
| Q1 2019 | $297,000 | -39.4% | 2,818 | -46.5% | 0.00% | – |
| Q4 2018 | $490,000 | +13.2% | 5,271 | +22.8% | 0.00% | – |
| Q2 2018 | $433,000 | +95.0% | 4,292 | +89.7% | 0.00% | – |
| Q4 2017 | $222,000 | -56.8% | 2,262 | -66.7% | 0.00% | – |
| Q4 2015 | $514,000 | -92.1% | 6,790 | -92.7% | 0.00% | -100.0% |
| Q1 2014 | $6,509,000 | +1.6% | 92,677 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,404,000 | +2.3% | 92,677 | -6.7% | 0.00% | 0.0% |
| Q3 2013 | $6,257,000 | -3.4% | 99,355 | -7.4% | 0.00% | 0.0% |
| Q2 2013 | $6,476,000 | – | 107,307 | – | 0.00% | – |
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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% |