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 | $255,058 | -3.3% | 3,133 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $263,705 | +7.9% | 3,133 | 0.0% | 0.06% | +5.3% |
| Q1 2023 | $244,343 | +8.6% | 3,133 | 0.0% | 0.06% | +7.5% |
| Q4 2022 | $224,918 | +3.6% | 3,133 | +5.8% | 0.05% | +6.0% |
| Q2 2022 | $217,000 | -12.9% | 2,960 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $249,000 | -4.6% | 2,960 | 0.0% | 0.05% | -7.4% |
| Q4 2021 | $261,000 | +6.1% | 2,960 | 0.0% | 0.05% | +12.5% |
| Q3 2021 | $246,000 | -1.2% | 2,960 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $249,000 | +5.5% | 2,960 | 0.0% | 0.05% | +2.1% |
| Q1 2021 | $236,000 | +9.8% | 2,960 | 0.0% | 0.05% | +6.7% |
| Q4 2020 | $215,000 | -2.3% | 2,960 | +25.1% | 0.04% | -66.2% |
| Q4 2018 | $220,000 | -49.0% | 2,367 | -50.0% | 0.13% | -0.7% |
| Q3 2017 | $431,000 | +104.3% | 4,734 | +100.0% | 0.13% | 0.0% |
| Q2 2017 | $211,000 | +2.9% | 2,367 | 0.0% | 0.13% | +17.5% |
| Q1 2017 | $205,000 | – | 2,367 | – | 0.11% | – |
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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% |