B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

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
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$366,274
+69.8%
6,416
+81.1%
0.01%
+100.0%
Q2 2023$215,769
+1.9%
3,542
-0.4%
0.01%
-16.7%
Q1 2023$211,829
-15.9%
3,555
-23.4%
0.01%
-14.3%
Q4 2022$251,744
+20.5%
4,639
+3.8%
0.01%
+16.7%
Q3 2022$209,000
-23.2%
4,471
-14.2%
0.01%
-45.5%
Q2 2022$272,000
-13.4%
5,208
+1.5%
0.01%
+10.0%
Q1 2022$314,0005,1320.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders