ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 148 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381 | -4.8% | 6,666 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $400 | +2.0% | 6,565 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $392 | -3.0% | 6,578 | -11.7% | 0.00% | 0.0% |
| Q4 2022 | $404 | -99.9% | 7,446 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $375,000 | 0.0% | 7,191 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $375,000 | -8.8% | 7,191 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $411,000 | -12.7% | 6,743 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $471,000 | +10.6% | 6,842 | +8.9% | 0.00% | 0.0% |
| Q3 2021 | $426,000 | +60.8% | 6,281 | +60.6% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | – | 3,911 | – | 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% |