ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 153 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $590,532 | -1.0% | 8,758 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $596,682 | +9.1% | 8,758 | +2.3% | 0.02% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syntrinsic LLC | 630,402 | $42,479,041 | 14.10% |
| Balanced Rock Investment Advisors LLC | 97,464 | $6,571,783 | 5.53% |
| Invera Wealth Advisors, LLC | 70,388 | $4,888,447 | 5.01% |
| Atlantic Private Wealth, LLC | 42,982 | $2,898,126 | 2.36% |
| Financial Connections Group, Inc. | 60,841 | $4,102 | 2.13% |
| TCWP LLC | 11,975 | $807,464 | 1.98% |
| Values Added Financial LLC | 35,445 | $2,389,978 | 1.72% |
| Shotwell Rutter Baer Inc | 16,293 | $1,110,368 | 0.98% |
| Equita Financial Network, Inc. | 31,292 | $2,110 | 0.88% |
| One Wealth Advisors, LLC | 47,399 | $3,157,812 | 0.68% |