ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 139 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,172,436 | +33.5% | 143,150 | +42.4% | 0.07% | +34.6% |
| Q2 2023 | $6,122,715 | +20.3% | 100,521 | +17.7% | 0.05% | +2.0% |
| Q1 2023 | $5,089,552 | +33.5% | 85,409 | +21.6% | 0.05% | +21.4% |
| Q4 2022 | $3,811,680 | +32.8% | 70,235 | +14.0% | 0.04% | +16.7% |
| Q3 2022 | $2,871,000 | +12.7% | 61,633 | +26.2% | 0.04% | +2.9% |
| Q2 2022 | $2,548,000 | -2.0% | 48,856 | +14.6% | 0.04% | +6.1% |
| Q1 2022 | $2,600,000 | +48.8% | 42,629 | +67.8% | 0.03% | +32.0% |
| Q4 2021 | $1,747,000 | +1286.5% | 25,406 | +1266.6% | 0.02% | +1150.0% |
| Q3 2021 | $126,000 | – | 1,859 | – | 0.00% | – |
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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% |