ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 79 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,056,663 | -11.1% | 53,541 | -5.1% | 0.03% | -10.3% |
| Q2 2023 | $3,438,188 | +0.5% | 56,447 | -1.7% | 0.03% | -3.3% |
| Q1 2023 | $3,421,603 | +5.6% | 57,419 | -3.9% | 0.03% | 0.0% |
| Q4 2022 | $3,241,340 | +588.2% | 59,726 | +490.1% | 0.03% | +233.3% |
| Q3 2022 | $471,000 | -11.6% | 10,121 | -1.0% | 0.01% | +12.5% |
| Q2 2022 | $533,000 | -15.1% | 10,224 | -0.6% | 0.01% | -11.1% |
| Q1 2022 | $628,000 | -12.0% | 10,288 | -0.9% | 0.01% | -10.0% |
| Q4 2021 | $714,000 | +7.4% | 10,384 | +5.9% | 0.01% | -9.1% |
| Q3 2021 | $665,000 | +13.1% | 9,809 | +13.0% | 0.01% | +22.2% |
| Q2 2021 | $588,000 | – | 8,683 | – | 0.01% | – |
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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% |