Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,832
-6.3%
4700.0%0.00%0.0%
Q2 2023$28,628
+2.2%
4700.0%0.00%0.0%
Q1 2023$28,007
+9.8%
4700.0%0.00%0.0%
Q4 2022$25,507
+15.9%
4700.0%0.00%0.0%
Q3 2022$22,000
+120.0%
470
+141.0%
0.00%
+100.0%
Q2 2022$10,0001950.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders