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

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 111 filers reported holding ISHARES TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders