ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,930 | -4.5% | 6,182 | +1.9% | 0.11% | 0.0% |
| Q2 2023 | $369,541 | -1.1% | 6,067 | -3.2% | 0.11% | -1.7% |
| Q1 2023 | $373,570 | +97183.9% | 6,269 | -11.4% | 0.12% | -6.5% |
| Q4 2022 | $384 | -99.9% | 7,076 | -4.6% | 0.12% | +6.0% |
| Q3 2022 | $345,000 | -11.3% | 7,414 | -0.5% | 0.12% | -4.1% |
| Q2 2022 | $389,000 | -11.8% | 7,452 | +3.1% | 0.12% | +2.5% |
| Q1 2022 | $441,000 | -10.4% | 7,228 | +1.0% | 0.12% | -4.1% |
| Q4 2021 | $492,000 | +5.6% | 7,158 | +4.1% | 0.12% | +0.8% |
| Q3 2021 | $466,000 | – | 6,876 | – | 0.12% | – |
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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% |