ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,793 | -5.4% | 7,879 | +1.0% | 0.01% | 0.0% |
| Q2 2023 | $475,293 | +13.0% | 7,803 | +10.6% | 0.01% | 0.0% |
| Q1 2023 | $420,580 | +32.0% | 7,058 | +20.2% | 0.01% | +25.0% |
| Q4 2022 | $318,644 | +40.4% | 5,871 | +20.2% | 0.00% | +33.3% |
| Q3 2022 | $227,000 | +0.4% | 4,884 | +12.6% | 0.00% | 0.0% |
| Q2 2022 | $226,000 | -17.8% | 4,336 | -3.6% | 0.00% | -25.0% |
| Q1 2022 | $275,000 | +32.2% | 4,500 | +48.9% | 0.00% | +33.3% |
| Q4 2021 | $208,000 | – | 3,023 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 51,691 | $2,951 | 3.64% |
| Atlantic Private Wealth, LLC | 43,251 | $2,469,204 | 2.49% |
| Values Added Financial LLC | 39,382 | $2,248,318 | 2.05% |
| One Wealth Advisors, LLC | 59,852 | $3,416,951 | 0.76% |
| Klaas Financial Asset Advisors, LLC | 57,596 | $3,288,156 | 0.74% |
| TCWP LLC | 15,154 | $865,165 | 0.66% |
| Walkner Condon Financial Advisors LLC | 42,886 | $2,448,327 | 0.65% |
| Equita Financial Network, Inc. | 17,165 | $980 | 0.60% |
| VERITY Wealth Advisors | 10,345 | $590,596 | 0.56% |
| Parkside Advisors LLC | 26,690 | $1,523,720 | 0.47% |