ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,560 | -4.4% | 129,714 | -1.1% | 0.04% | -9.1% |
Q2 2023 | $11,041 | +6.7% | 131,169 | -1.2% | 0.04% | -6.4% |
Q1 2023 | $10,349 | +7.8% | 132,699 | -0.8% | 0.05% | -2.1% |
Q4 2022 | $9,602 | -99.9% | 133,754 | +2.7% | 0.05% | -7.7% |
Q3 2022 | $8,719,000 | -14.4% | 130,191 | -8.1% | 0.05% | -16.1% |
Q2 2022 | $10,186,000 | -11.2% | 141,663 | +7.0% | 0.06% | -8.8% |
Q1 2022 | $11,467,000 | +71.1% | 132,380 | +83.5% | 0.07% | +65.9% |
Q4 2021 | $6,703,000 | +9.6% | 72,133 | -1.9% | 0.04% | -4.7% |
Q3 2021 | $6,116,000 | -2.2% | 73,500 | -2.6% | 0.04% | -10.4% |
Q2 2021 | $6,251,000 | +35.1% | 75,468 | +24.6% | 0.05% | +14.3% |
Q1 2021 | $4,626,000 | +0.7% | 60,577 | -5.7% | 0.04% | -26.3% |
Q4 2020 | $4,595,000 | +22.9% | 64,234 | +9.9% | 0.06% | +1.8% |
Q3 2020 | $3,739,000 | +51.6% | 58,440 | +179.5% | 0.06% | +24.4% |
Q2 2020 | $2,467,000 | +54.5% | 20,907 | +27.5% | 0.04% | +28.6% |
Q1 2020 | $1,597,000 | +0.6% | 16,397 | +24.1% | 0.04% | +9.4% |
Q4 2019 | $1,588,000 | +250.6% | 13,212 | +223.1% | 0.03% | +190.9% |
Q3 2019 | $453,000 | +114.7% | 4,089 | +111.9% | 0.01% | +83.3% |
Q2 2019 | $211,000 | -35.7% | 1,930 | -37.9% | 0.01% | -14.3% |
Q1 2019 | $328,000 | – | 3,106 | – | 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% |