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 | $735,809 | -7.9% | 9,038 | -4.8% | 0.04% | -7.5% |
| Q2 2023 | $799,220 | +46.5% | 9,495 | +35.7% | 0.04% | +33.3% |
| Q1 2023 | $545,506 | +17.6% | 6,995 | +8.2% | 0.03% | +7.1% |
| Q4 2022 | $463,892 | -16.1% | 6,462 | -16.0% | 0.03% | -24.3% |
| Q3 2022 | $553,000 | 0.0% | 7,697 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $553,000 | -15.2% | 7,697 | +9.6% | 0.04% | -5.1% |
| Q4 2021 | $652,000 | -28.7% | 7,022 | -36.1% | 0.04% | +34.5% |
| Q3 2021 | $914,000 | -7.6% | 10,990 | -8.0% | 0.03% | -9.4% |
| Q2 2021 | $989,000 | +12.9% | 11,944 | +4.1% | 0.03% | 0.0% |
| Q1 2021 | $876,000 | – | 11,472 | – | 0.03% | – |
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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% |