ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 33 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,750 | -7.3% | 5,268 | -1.1% | 0.06% | +1.6% |
| Q2 2023 | $324,528 | +2.6% | 5,328 | +0.4% | 0.06% | -4.7% |
| Q1 2023 | $316,304 | +7.9% | 5,308 | -1.8% | 0.06% | +64.1% |
| Q4 2022 | $293,221 | +15.9% | 5,403 | -0.3% | 0.04% | -37.1% |
| Q3 2022 | $253,000 | -13.1% | 5,421 | -2.9% | 0.06% | +5.1% |
| Q2 2022 | $291,000 | -21.1% | 5,582 | -7.8% | 0.06% | -10.6% |
| Q1 2022 | $369,000 | -20.1% | 6,057 | -9.9% | 0.07% | -14.3% |
| Q4 2021 | $462,000 | +8.7% | 6,721 | +7.3% | 0.08% | +2.7% |
| Q3 2021 | $425,000 | +6.2% | 6,265 | +6.0% | 0.08% | +2.7% |
| Q2 2021 | $400,000 | +30.3% | 5,909 | +24.8% | 0.07% | +4.3% |
| Q1 2021 | $307,000 | +19.9% | 4,736 | +16.9% | 0.07% | +9.4% |
| Q4 2020 | $256,000 | – | 4,053 | – | 0.06% | – |
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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% |