Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$192,108
-3.6%
3,365
+2.9%
0.02%
-6.2%
Q2 2023$199,237
+2.2%
3,2710.0%0.02%0.0%
Q1 2023$194,919
-7.6%
3,271
-5.5%
0.02%0.0%
Q1 2022$211,000
+11.6%
3,462
+25.8%
0.02%
+14.3%
Q4 2021$189,0002,7510.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders