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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $400,645 | -4.6% | 7,018 | +1.8% | 0.08% | -2.5% |
Q2 2023 | $419,839 | -3.1% | 6,893 | -5.3% | 0.08% | -10.0% |
Q1 2023 | $433,490 | +54.8% | 7,275 | +41.0% | 0.09% | +40.6% |
Q4 2022 | $280,062 | +32.1% | 5,161 | +13.4% | 0.06% | +28.0% |
Q3 2022 | $212,000 | +6.0% | 4,553 | +24.4% | 0.05% | +19.0% |
Q2 2022 | $200,000 | – | 3,660 | – | 0.04% | – |
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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% |