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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,023,000 | – | 16,184 | – | 0.08% | – |
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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% |