ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,491 | -2.6% | 10,711 | +3.9% | 0.20% | -15.3% |
| Q2 2023 | $627,617 | +1.3% | 10,304 | -0.9% | 0.24% | -2.5% |
| Q1 2023 | $619,319 | +10.6% | 10,393 | +0.7% | 0.24% | +2.1% |
| Q4 2022 | $559,904 | +29.9% | 10,317 | +11.6% | 0.24% | +17.3% |
| Q3 2022 | $431,000 | -10.4% | 9,247 | +0.2% | 0.20% | -3.8% |
| Q2 2022 | $481,000 | -13.0% | 9,230 | +1.7% | 0.21% | -0.5% |
| Q1 2022 | $553,000 | -10.8% | 9,072 | +0.6% | 0.21% | -7.0% |
| Q4 2021 | $620,000 | +8.2% | 9,022 | +6.6% | 0.23% | -5.4% |
| Q3 2021 | $573,000 | +23.8% | 8,460 | +24.5% | 0.24% | +20.0% |
| Q2 2021 | $463,000 | – | 6,794 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 41,710 | $2,263,602 | 2.44% |
| Financial Connections Group, Inc. | 54,158 | $2,939 | 2.32% |
| One Wealth Advisors, LLC | 62,663 | $3,400,721 | 0.78% |
| Walkner Condon Financial Advisors LLC | 43,451 | $2,358,268 | 0.70% |
| Klaas Financial Asset Advisors, LLC | 43,955 | $2,385,438 | 0.59% |
| Parkside Advisors LLC | 28,757 | $1,560,654 | 0.55% |
| VERITY Wealth Advisors | 9,386 | $509,378 | 0.50% |
| FLOW TRADERS U.S. LLC | 139,717 | $7,582 | 0.38% |
| Wade Financial Advisory, Inc | 15,455 | $838,743 | 0.38% |
| Goodwin Investment Advisory | 8,913 | $483,709 | 0.34% |