ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 109 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |