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 | $1,094 | -9.2% | 19,159 | -3.1% | 0.00% | 0.0% |
| Q2 2023 | $1,205 | +21.1% | 19,780 | +18.4% | 0.00% | 0.0% |
| Q1 2023 | $995 | +11.3% | 16,705 | +1.4% | 0.00% | +33.3% |
| Q4 2022 | $894 | -99.9% | 16,482 | +9.9% | 0.00% | 0.0% |
| Q3 2022 | $698,000 | +3.9% | 14,995 | +16.4% | 0.00% | 0.0% |
| Q2 2022 | $672,000 | -11.3% | 12,886 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $758,000 | +11.8% | 12,428 | +26.0% | 0.00% | 0.0% |
| Q4 2021 | $678,000 | +49.3% | 9,860 | +47.2% | 0.00% | +50.0% |
| Q3 2021 | $454,000 | – | 6,699 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 41,710 | $2,263,602 | 2.44% |
| Financial Connections Group, Inc. | 54,158 | $2,939 | 2.32% |
| One Wealth Advisors, LLC | 62,663 | $3,400,721 | 0.78% |
| Walkner Condon Financial Advisors LLC | 43,451 | $2,358,268 | 0.70% |
| Klaas Financial Asset Advisors, LLC | 43,955 | $2,385,438 | 0.59% |
| Parkside Advisors LLC | 28,757 | $1,560,654 | 0.55% |
| VERITY Wealth Advisors | 9,386 | $509,378 | 0.50% |
| FLOW TRADERS U.S. LLC | 139,717 | $7,582 | 0.38% |
| Wade Financial Advisory, Inc | 15,455 | $838,743 | 0.38% |
| Goodwin Investment Advisory | 8,913 | $483,709 | 0.34% |