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
| 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 ↓ |
|---|---|---|---|
| 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% |