ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $408,766 | -2.2% | 7,160 | +4.3% | 0.03% | -2.9% |
| Q2 2023 | $418,026 | +4.1% | 6,863 | +1.8% | 0.04% | 0.0% |
| Q1 2023 | $401,697 | -2.6% | 6,741 | -11.3% | 0.04% | -12.5% |
| Q4 2022 | $412,370 | +22.0% | 7,598 | +4.6% | 0.04% | +11.1% |
| Q3 2022 | $338,000 | -5.8% | 7,261 | +5.5% | 0.04% | -2.7% |
| Q2 2022 | $359,000 | -22.6% | 6,880 | -9.6% | 0.04% | -14.0% |
| Q1 2022 | $464,000 | -5.7% | 7,608 | +6.4% | 0.04% | -2.3% |
| Q4 2021 | $492,000 | +34.4% | 7,149 | +32.3% | 0.04% | +22.2% |
| Q3 2021 | $366,000 | +25.8% | 5,404 | +25.5% | 0.04% | +24.1% |
| Q2 2021 | $291,000 | – | 4,305 | – | 0.03% | – |
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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% |