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 | $1,115,406 | -6.1% | 13,766 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $1,187,971 | +7.7% | 14,127 | -0.0% | 0.00% | -33.3% |
| Q1 2023 | $1,102,739 | +1.1% | 14,133 | -7.0% | 0.00% | 0.0% |
| Q4 2022 | $1,090,544 | +0.8% | 15,193 | -6.5% | 0.00% | -50.0% |
| Q3 2022 | $1,082,000 | -13.2% | 16,248 | -6.3% | 0.01% | 0.0% |
| Q2 2022 | $1,247,000 | -10.7% | 17,332 | +7.3% | 0.01% | +50.0% |
| Q1 2022 | $1,397,000 | +27.6% | 16,153 | +37.1% | 0.00% | 0.0% |
| Q4 2021 | $1,095,000 | – | 11,786 | – | 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% |