ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,587 | -6.3% | 781 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $47,571 | -60.0% | 781 | -60.8% | 0.02% | -63.0% |
| Q1 2023 | $118,822 | +9.8% | 1,994 | 0.0% | 0.05% | +5.9% |
| Q4 2022 | $108,214 | +40.5% | 1,994 | +20.4% | 0.05% | +24.4% |
| Q3 2022 | $77,000 | -26.0% | 1,656 | -16.8% | 0.04% | -30.5% |
| Q2 2022 | $104,000 | -11.1% | 1,991 | +3.6% | 0.06% | +3.5% |
| Q1 2022 | $117,000 | -0.8% | 1,922 | +11.7% | 0.06% | -5.0% |
| Q4 2021 | $118,000 | – | 1,720 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syntrinsic LLC | 630,402 | $42,479,041 | 14.10% |
| Balanced Rock Investment Advisors LLC | 97,464 | $6,571,783 | 5.53% |
| Invera Wealth Advisors, LLC | 70,388 | $4,888,447 | 5.01% |
| Atlantic Private Wealth, LLC | 42,982 | $2,898,126 | 2.36% |
| Financial Connections Group, Inc. | 60,841 | $4,102 | 2.13% |
| TCWP LLC | 11,975 | $807,464 | 1.98% |
| Values Added Financial LLC | 35,445 | $2,389,978 | 1.72% |
| Shotwell Rutter Baer Inc | 16,293 | $1,110,368 | 0.98% |
| Equita Financial Network, Inc. | 31,292 | $2,110 | 0.88% |
| One Wealth Advisors, LLC | 47,399 | $3,157,812 | 0.68% |