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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VERITY Wealth Advisors | 10,069 | $643,208 | 0.55% |
| Parkside Advisors LLC | 26,090 | $1,666,651 | 0.46% |
| Diversified Trust Co | 8,560 | $546,812 | 0.02% |
| ST GERMAIN D J CO INC | 28 | $1,789 | 0.00% |