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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,157,941 | +18.0% | 125,380 | +23.9% | 0.29% | +22.1% |
| Q2 2023 | $6,067,919 | +18.4% | 101,158 | +17.7% | 0.24% | -16.7% |
| Q1 2023 | $5,123,162 | +33.9% | 85,974 | +24.4% | 0.28% | +48.4% |
| Q4 2022 | $3,825,703 | +45.4% | 69,126 | +31.5% | 0.19% | +37.7% |
| Q3 2022 | $2,631,000 | +88.5% | 52,585 | +118.6% | 0.14% | +91.7% |
| Q2 2022 | $1,396,000 | +76.5% | 24,053 | +84.4% | 0.07% | +89.5% |
| Q1 2022 | $791,000 | +16.8% | 13,045 | +30.7% | 0.04% | +18.8% |
| Q4 2021 | $677,000 | +43.1% | 9,979 | +43.0% | 0.03% | +33.3% |
| Q3 2021 | $473,000 | +68.3% | 6,978 | +68.3% | 0.02% | +60.0% |
| Q2 2021 | $281,000 | – | 4,145 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 51,691 | $2,951 | 3.64% |
| Atlantic Private Wealth, LLC | 43,251 | $2,469,204 | 2.49% |
| Values Added Financial LLC | 39,382 | $2,248,318 | 2.05% |
| One Wealth Advisors, LLC | 59,852 | $3,416,951 | 0.76% |
| Klaas Financial Asset Advisors, LLC | 57,596 | $3,288,156 | 0.74% |
| TCWP LLC | 15,154 | $865,165 | 0.66% |
| Walkner Condon Financial Advisors LLC | 42,886 | $2,448,327 | 0.65% |
| Equita Financial Network, Inc. | 17,165 | $980 | 0.60% |
| VERITY Wealth Advisors | 10,345 | $590,596 | 0.56% |
| Parkside Advisors LLC | 26,690 | $1,523,720 | 0.47% |