ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,207,682 | +7.6% | 21,154 | +14.8% | 0.23% | +8.5% |
| Q2 2023 | $1,122,693 | +3.3% | 18,432 | +1.0% | 0.21% | -8.6% |
| Q1 2023 | $1,087,220 | +1.6% | 18,245 | -7.4% | 0.23% | -5.3% |
| Q4 2022 | $1,069,662 | +52.8% | 19,710 | +31.2% | 0.25% | +60.8% |
| Q3 2022 | $700,000 | -17.6% | 15,027 | -7.9% | 0.15% | -25.7% |
| Q2 2022 | $850,000 | -72.7% | 16,308 | -68.0% | 0.21% | -71.1% |
| Q1 2022 | $3,113,000 | -0.1% | 51,033 | +12.6% | 0.71% | +1.3% |
| Q4 2021 | $3,116,000 | +296.4% | 45,317 | +290.9% | 0.70% | +246.8% |
| Q3 2021 | $786,000 | +57.5% | 11,593 | +57.3% | 0.20% | +53.8% |
| Q2 2021 | $499,000 | +9.0% | 7,369 | +4.4% | 0.13% | -7.7% |
| Q1 2021 | $458,000 | +125.6% | 7,060 | +119.4% | 0.14% | +110.3% |
| Q4 2020 | $203,000 | – | 3,218 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 41,710 | $2,263,602 | 2.44% |
| Financial Connections Group, Inc. | 54,158 | $2,939 | 2.32% |
| One Wealth Advisors, LLC | 62,663 | $3,400,721 | 0.78% |
| Walkner Condon Financial Advisors LLC | 43,451 | $2,358,268 | 0.70% |
| Klaas Financial Asset Advisors, LLC | 43,955 | $2,385,438 | 0.59% |
| Parkside Advisors LLC | 28,757 | $1,560,654 | 0.55% |
| VERITY Wealth Advisors | 9,386 | $509,378 | 0.50% |
| FLOW TRADERS U.S. LLC | 139,717 | $7,582 | 0.38% |
| Wade Financial Advisory, Inc | 15,455 | $838,743 | 0.38% |
| Goodwin Investment Advisory | 8,913 | $483,709 | 0.34% |