ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |