Accredited Investors Inc. - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 79 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Accredited Investors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,295,989
-3.9%
40,217
+2.5%
0.17%
+1.2%
Q2 2023$2,390,352
+7.4%
39,244
+5.1%
0.17%
+0.6%
Q1 2023$2,224,733
+7.3%
37,334
-2.3%
0.17%
-3.4%
Q4 2022$2,073,820
+47.6%
38,213
+26.7%
0.18%
+7.4%
Q3 2022$1,405,000
+4.8%
30,156
+17.3%
0.16%
+2.5%
Q2 2022$1,341,000
-2.3%
25,709
+14.3%
0.16%
+28.2%
Q1 2022$1,372,000
+58.2%
22,495
+78.4%
0.12%
+61.0%
Q4 2021$867,000
+20.6%
12,612
+18.9%
0.08%
-1.3%
Q3 2021$719,000
+16.7%
10,607
+16.6%
0.08%
+23.8%
Q2 2021$616,000
+51.0%
9,096
+44.7%
0.06%
+14.5%
Q1 2021$408,000
+29.5%
6,285
+26.1%
0.06%
+3.8%
Q4 2020$315,0004,9850.05%
Other shareholders
ISHARES TR shareholders Q2 2021
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