Parkside Advisors 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
Parkside Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,666,651
+9.4%
26,090
-2.2%
0.46%
-2.3%
Q3 2023$1,523,720
-6.8%
26,690
-0.5%
0.47%
-6.5%
Q2 2023$1,634,446
-2.4%
26,834
-4.5%
0.51%
-8.7%
Q1 2023$1,675,184
+7.3%
28,108
-2.3%
0.55%
+1.5%
Q4 2022$1,560,65428,7570.55%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 105,699$4,923,0004.80%
Atlantic Private Wealth, LLC 41,584$1,937,0002.17%
Financial Connections Group, Inc. 54,253$2,527,0002.13%
Walkner Condon Financial Advisors LLC 39,469$1,838,0000.59%
VERITY Wealth Advisors 10,674$497,0000.51%
Klaas Financial Asset Advisors, LLC 40,539$1,888,0000.48%
RWA WEALTH PARTNERS, LLC 111,996$5,217,0000.37%
Goodwin Investment Advisory 8,995$419,0000.32%
Opes Wealth Management LLC 15,815$737,0000.30%
Horst & Graben Wealth Management LLC 21,469$1,000,0000.28%
View complete list of ISHARES TR shareholders