ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,790 | -23.8% | 6,670 | -18.7% | 0.00% | 0.0% |
| Q2 2023 | $499,584 | +0.3% | 8,202 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $498,232 | +9.5% | 8,361 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $455,054 | +20.1% | 8,385 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $379,000 | -18.3% | 8,128 | -8.6% | 0.00% | 0.0% |
| Q2 2022 | $464,000 | -13.1% | 8,891 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $534,000 | -15.8% | 8,751 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $634,000 | +13.2% | 9,214 | +11.5% | 0.00% | 0.0% |
| Q3 2021 | $560,000 | +11.8% | 8,260 | +11.5% | 0.00% | 0.0% |
| Q2 2021 | $501,000 | – | 7,406 | – | 0.00% | – |
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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% |