ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,906 | -0.0% | 17,462 | +6.7% | 0.01% | 0.0% |
| Q2 2023 | $997,158 | +8.0% | 16,371 | +5.7% | 0.01% | -6.7% |
| Q1 2023 | $923,109 | -1.7% | 15,491 | -10.5% | 0.02% | -6.2% |
| Q4 2022 | $939,414 | +16.6% | 17,310 | +0.0% | 0.02% | 0.0% |
| Q3 2022 | $806,000 | -6.5% | 17,302 | +4.6% | 0.02% | 0.0% |
| Q2 2022 | $862,000 | -16.2% | 16,534 | -1.9% | 0.02% | -5.9% |
| Q1 2022 | $1,029,000 | +7.3% | 16,862 | +21.0% | 0.02% | +13.3% |
| Q4 2021 | $959,000 | +17.1% | 13,939 | +15.3% | 0.02% | +7.1% |
| Q3 2021 | $819,000 | +17.2% | 12,085 | +17.1% | 0.01% | +16.7% |
| Q2 2021 | $699,000 | – | 10,321 | – | 0.01% | – |
Download | ||||||
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% |