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 | $3,416,951 | -6.6% | 59,852 | -0.3% | 0.76% | -1.6% |
| Q2 2023 | $3,657,585 | +2.8% | 60,049 | +0.5% | 0.77% | -6.2% |
| Q1 2023 | $3,558,774 | +4.6% | 59,721 | -4.7% | 0.82% | +5.8% |
| Q4 2022 | $3,400,721 | +38.0% | 62,663 | +32.6% | 0.78% | +17.7% |
| Q2 2022 | $2,464,000 | -20.4% | 47,248 | -6.9% | 0.66% | -12.9% |
| Q1 2022 | $3,096,000 | +52.1% | 50,750 | +71.5% | 0.76% | +46.9% |
| Q4 2021 | $2,035,000 | +17.4% | 29,591 | +15.7% | 0.52% | +1.6% |
| Q3 2021 | $1,733,000 | +40.3% | 25,572 | +40.2% | 0.51% | +29.9% |
| Q2 2021 | $1,235,000 | +49.2% | 18,236 | +43.0% | 0.39% | +23.3% |
| Q1 2021 | $828,000 | – | 12,751 | – | 0.32% | – |
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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% |