ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 179 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $62,018,135 | -1.3% | 919,771 | -0.2% | 0.00% | 0.0% |
| Q1 2024 | $62,819,675 | +9.3% | 922,056 | +2.4% | 0.00% | 0.0% |
| Q4 2023 | $57,499,218 | -3.9% | 900,113 | -14.1% | 0.00% | -50.0% |
| Q3 2023 | $59,827,922 | -2.0% | 1,047,958 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $61,059,108 | +9.0% | 1,002,448 | +6.7% | 0.00% | 0.0% |
| Q1 2023 | $55,998,987 | +6.6% | 939,738 | -2.9% | 0.00% | 0.0% |
| Q4 2022 | $52,523,754 | +9.6% | 967,823 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $47,909,000 | -8.8% | 1,028,542 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $52,544,000 | -11.6% | 1,007,546 | +3.4% | 0.00% | 0.0% |
| Q1 2022 | $59,428,000 | +114184.6% | 974,234 | +129971.3% | 0.00% | – |
| Q4 2021 | $52,000 | +116.7% | 749 | +111.6% | 0.00% | – |
| Q3 2021 | $24,000 | -99.5% | 354 | -99.6% | 0.00% | – |
| Q3 2020 | $4,970,000 | -2.9% | 90,000 | -10.0% | 0.00% | – |
| Q2 2020 | $5,121,000 | – | 100,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 32,355 | $1,973,000 | 1.98% |
| Atlantic Private Wealth, LLC | 22,875 | $1,395,000 | 1.32% |
| One Wealth Advisors, LLC | 50,750 | $3,096,000 | 0.76% |
| Sharkey, Howes & Javer | 51,033 | $3,113,000 | 0.71% |
| Walkner Condon Financial Advisors LLC | 35,679 | $2,176,000,000 | 0.62% |
| Compton Wealth Advisory Group, LLC | 22,649 | $1,382,000 | 0.53% |
| Goodwin Investment Advisory | 9,786 | $597,000 | 0.41% |
| Klaas Financial Asset Advisors, LLC | 25,653 | $1,565,000 | 0.36% |
| Dentgroup LLC | 5,466 | $333,000 | 0.32% |
| Horst & Graben Wealth Management LLC | 18,515 | $1,129,000 | 0.28% |