ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |