ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,027,000 | -3.7% | 53,053 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $3,144,000 | +5.6% | 51,628 | +3.5% | 0.01% | 0.0% |
| Q1 2023 | $2,976,000 | +33.5% | 49,902 | +21.4% | 0.01% | +20.0% |
| Q4 2022 | $2,229,000 | +13.0% | 41,098 | -2.8% | 0.01% | 0.0% |
| Q3 2022 | $1,972,000 | +1.6% | 42,293 | +13.5% | 0.01% | 0.0% |
| Q2 2022 | $1,940,000 | -17.1% | 37,253 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $2,340,000 | -8.9% | 38,367 | +2.8% | 0.01% | -16.7% |
| Q4 2021 | $2,568,000 | +4.5% | 37,337 | +2.9% | 0.01% | -14.3% |
| Q3 2021 | $2,457,000 | +19.1% | 36,282 | +19.2% | 0.01% | +16.7% |
| Q2 2021 | $2,063,000 | – | 30,448 | – | 0.01% | – |
Download | ||||||
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% |