ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318,308 | -4.9% | 16,193 | -1.7% | 0.15% | -0.7% |
| Q2 2023 | $1,386,569 | +7.8% | 16,473 | -0.1% | 0.15% | +0.7% |
| Q1 2023 | $1,285,982 | -6.4% | 16,489 | -13.9% | 0.15% | -13.1% |
| Q4 2022 | $1,374,491 | +15.5% | 19,146 | +7.8% | 0.17% | +3.1% |
| Q3 2022 | $1,190,000 | -3.5% | 17,762 | +3.6% | 0.16% | 0.0% |
| Q2 2022 | $1,233,000 | -31.0% | 17,146 | -16.8% | 0.16% | -21.6% |
| Q1 2022 | $1,786,000 | -6.2% | 20,618 | +0.6% | 0.21% | +2.5% |
| Q4 2021 | $1,905,000 | +12.1% | 20,503 | +0.4% | 0.20% | -2.9% |
| Q3 2021 | $1,699,000 | -0.9% | 20,416 | -1.4% | 0.21% | -0.9% |
| Q2 2021 | $1,714,000 | +8.1% | 20,699 | -0.4% | 0.21% | +1.4% |
| Q1 2021 | $1,586,000 | +7.5% | 20,773 | +0.7% | 0.21% | +2.5% |
| Q4 2020 | $1,476,000 | – | 20,633 | – | 0.20% | – |
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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% |