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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $546,812 | +8.3% | 8,560 | -3.3% | 0.02% | -5.3% |
| Q3 2023 | $505,132 | -7.1% | 8,848 | -0.9% | 0.02% | -5.0% |
| Q2 2023 | $543,865 | -0.5% | 8,929 | -2.6% | 0.02% | -4.8% |
| Q1 2023 | $546,380 | +109614.9% | 9,169 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $498 | -99.9% | 9,169 | -27.0% | 0.02% | -19.2% |
| Q3 2022 | $585,000 | -4.4% | 12,553 | +7.0% | 0.03% | 0.0% |
| Q2 2022 | $612,000 | -55.5% | 11,736 | -48.0% | 0.03% | -45.8% |
| Q1 2022 | $1,376,000 | +0.8% | 22,555 | +13.6% | 0.05% | +6.7% |
| Q4 2021 | $1,365,000 | – | 19,854 | – | 0.04% | – |
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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% |