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 ↓ |
|---|---|---|---|
| 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% |