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 | $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 ↓ |
|---|---|---|---|
| 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% |