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 | $846,416 | +11.3% | 14,826 | +18.8% | 0.01% | +18.2% |
| Q2 2023 | $760,279 | +8.5% | 12,482 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $700,600 | +24.7% | 11,757 | +13.5% | 0.01% | +10.0% |
| Q4 2022 | $561,966 | +64.8% | 10,355 | +41.6% | 0.01% | +66.7% |
| Q3 2022 | $341,000 | -8.1% | 7,315 | +2.8% | 0.01% | -14.3% |
| Q2 2022 | $371,000 | -16.3% | 7,116 | -2.0% | 0.01% | 0.0% |
| Q1 2022 | $443,000 | +126.0% | 7,258 | +154.3% | 0.01% | +133.3% |
| Q4 2021 | $196,000 | +1.0% | 2,854 | -0.4% | 0.00% | 0.0% |
| Q3 2021 | $194,000 | +17.6% | 2,865 | +17.7% | 0.00% | 0.0% |
| Q2 2021 | $165,000 | -100.0% | 2,434 | -53.8% | 0.00% | 0.0% |
| Q1 2021 | $342,058,000 | +743504.3% | 5,270 | +620.9% | 0.00% | +200.0% |
| Q4 2020 | $46,000 | – | 731 | – | 0.00% | – |
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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% |