ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,216,000 | +32.8% | 38,818 | +41.7% | 0.00% | – |
| Q2 2023 | $1,669,000 | +15.0% | 27,386 | +12.5% | 0.00% | – |
| Q1 2023 | $1,451,000 | +15.7% | 24,345 | +5.3% | 0.00% | – |
| Q4 2022 | $1,254,000 | +26.9% | 23,109 | +8.9% | 0.00% | – |
| Q3 2022 | $988,000 | -20.4% | 21,218 | -10.8% | 0.00% | – |
| Q2 2022 | $1,241,000 | -81.4% | 23,796 | -78.3% | 0.00% | -100.0% |
| Q1 2022 | $6,684,000 | +929.9% | 109,576 | +1061.7% | 0.00% | – |
| Q4 2021 | $649,000 | +1.7% | 9,432 | +0.2% | 0.00% | – |
| Q3 2021 | $638,000 | +23.9% | 9,414 | +23.6% | 0.00% | – |
| Q2 2021 | $515,000 | +19.5% | 7,614 | +14.7% | 0.00% | – |
| Q1 2021 | $431,000 | +4688.9% | 6,641 | +4327.3% | 0.00% | – |
| Q4 2020 | $9,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 105,699 | $4,923,000 | 4.80% |
| Atlantic Private Wealth, LLC | 41,584 | $1,937,000 | 2.17% |
| Financial Connections Group, Inc. | 54,253 | $2,527,000 | 2.13% |
| Walkner Condon Financial Advisors LLC | 39,469 | $1,838,000 | 0.59% |
| VERITY Wealth Advisors | 10,674 | $497,000 | 0.51% |
| Klaas Financial Asset Advisors, LLC | 40,539 | $1,888,000 | 0.48% |
| RWA WEALTH PARTNERS, LLC | 111,996 | $5,217,000 | 0.37% |
| Goodwin Investment Advisory | 8,995 | $419,000 | 0.32% |
| Opes Wealth Management LLC | 15,815 | $737,000 | 0.30% |
| Horst & Graben Wealth Management LLC | 21,469 | $1,000,000 | 0.28% |