55I, LLC - ISHARES TR ownership

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
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,144,000
+11.2%
153,366
+24.5%
0.20%
+11.1%
Q2 2022$6,425,000
-9.2%
123,207
+6.2%
0.18%
+7.1%
Q1 2022$7,077,000
+22.3%
116,016
+37.9%
0.17%
+13.5%
Q4 2021$5,785,000
+21.6%
84,125
+19.8%
0.15%
+4.2%
Q3 2021$4,759,000
+30.1%
70,223
+30.0%
0.14%
+9.2%
Q2 2021$3,658,000
+66.3%
54,029
+59.4%
0.13%
+17.1%
Q1 2021$2,200,000
+115.1%
33,893
+109.4%
0.11%
+46.1%
Q4 2020$1,023,00016,1840.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders