ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $837,739 | +110858.8% | 14,674 | +18.4% | 0.04% | +14.3% |
| Q2 2023 | $755 | +22.6% | 12,394 | +20.0% | 0.04% | +12.9% |
| Q1 2023 | $616 | -13.6% | 10,330 | -21.4% | 0.03% | -20.5% |
| Q4 2022 | $713 | -99.9% | 13,146 | +5.7% | 0.04% | +2.6% |
| Q3 2022 | $579,000 | -15.2% | 12,432 | -5.0% | 0.04% | -9.5% |
| Q2 2022 | $683,000 | +100.9% | 13,091 | +134.8% | 0.04% | +147.1% |
| Q1 2022 | $340,000 | -47.4% | 5,575 | -40.7% | 0.02% | -48.5% |
| Q4 2021 | $647,000 | +1.6% | 9,402 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $637,000 | +33.0% | 9,402 | +32.8% | 0.04% | +33.3% |
| Q2 2021 | $479,000 | +50.2% | 7,078 | +44.2% | 0.03% | +35.0% |
| Q1 2021 | $319,000 | – | 4,908 | – | 0.02% | – |
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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% |