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 | $284,935 | -3.3% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $294,595 | +7.9% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $272,965 | -6.8% | 3,500 | -14.2% | 0.00% | 0.0% |
| Q4 2022 | $292,975 | +22.1% | 4,081 | +14.0% | 0.00% | 0.0% |
| Q3 2022 | $240,000 | +11.1% | 3,581 | +19.4% | 0.00% | +33.3% |
| Q2 2022 | $216,000 | -18.8% | 3,000 | -2.2% | 0.00% | 0.0% |
| Q1 2022 | $266,000 | -6.7% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $285,000 | +11.8% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $255,000 | +0.4% | 3,066 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $254,000 | +8.5% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $234,000 | +6.8% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $219,000 | +6.8% | 3,066 | +91.3% | 0.00% | 0.0% |
| Q3 2020 | $205,000 | – | 1,603 | – | 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% |