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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,954,602 | +1784.9% | 130,596 | +1744.1% | 0.00% | – |
| Q1 2023 | $422,016 | -72.2% | 7,082 | -74.7% | 0.00% | -100.0% |
| Q4 2022 | $1,519,614 | -74.3% | 28,001 | -77.9% | 0.00% | -66.7% |
| Q3 2022 | $5,913,000 | +64.7% | 126,947 | +84.3% | 0.00% | +50.0% |
| Q2 2022 | $3,591,000 | -51.7% | 68,863 | -43.5% | 0.00% | 0.0% |
| Q1 2022 | $7,429,000 | +112.0% | 121,790 | +135.5% | 0.00% | +100.0% |
| Q3 2021 | $3,504,000 | -9.8% | 51,711 | -13.6% | 0.00% | -50.0% |
| Q1 2021 | $3,884,000 | +24.5% | 59,846 | +21.3% | 0.00% | 0.0% |
| Q4 2020 | $3,119,000 | +759.2% | 49,345 | +650.2% | 0.00% | – |
| Q3 2020 | $363,000 | – | 6,578 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 105,699 | $4,923,000 | 4.80% |
| Atlantic Private Wealth, LLC | 41,584 | $1,937,000 | 2.17% |
| Financial Connections Group, Inc. | 54,253 | $2,527,000 | 2.13% |
| Walkner Condon Financial Advisors LLC | 39,469 | $1,838,000 | 0.59% |
| VERITY Wealth Advisors | 10,674 | $497,000 | 0.51% |
| Klaas Financial Asset Advisors, LLC | 40,539 | $1,888,000 | 0.48% |
| RWA WEALTH PARTNERS, LLC | 111,996 | $5,217,000 | 0.37% |
| Goodwin Investment Advisory | 8,995 | $419,000 | 0.32% |
| Opes Wealth Management LLC | 15,815 | $737,000 | 0.30% |
| Horst & Graben Wealth Management LLC | 21,469 | $1,000,000 | 0.28% |