CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,657
-2.6%
29,025
+3.9%
0.01%
-9.1%
Q2 2023$1,702
-1.4%
27,945
-3.5%
0.01%
-8.3%
Q1 2023$1,726
+19.9%
28,972
+9.3%
0.01%
+9.1%
Q4 2022$1,439
-99.9%
26,509
-20.7%
0.01%
-8.3%
Q3 2022$1,558,000
-10.9%
33,447
-0.3%
0.01%
-14.3%
Q2 2022$1,749,000
-24.9%
33,545
-12.2%
0.01%
-17.6%
Q1 2022$2,329,000
-16.6%
38,187
-6.0%
0.02%
-15.0%
Q4 2021$2,793,000
+13.9%
40,609
+12.1%
0.02%0.0%
Q2 2021$2,452,0000.0%36,2160.0%0.02%0.0%
Q1 2021$2,452,0000.0%36,2160.0%0.02%0.0%
Q4 2020$2,452,0000.0%36,2160.0%0.02%0.0%
Q3 2020$2,452,0000.0%36,2160.0%0.02%0.0%
Q2 2020$2,452,0000.0%36,2160.0%0.02%0.0%
Q1 2020$2,452,0000.0%36,2160.0%0.02%0.0%
Q4 2019$2,452,0000.0%36,2160.0%0.02%0.0%
Q3 2019$2,452,0000.0%36,2160.0%0.02%0.0%
Q2 2019$2,452,0000.0%36,2160.0%0.02%0.0%
Q1 2019$2,452,00036,2160.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders