Leonard Rickey Investment Advisors P.L.L.C. - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 148 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of ISHARES TR
ValueSharesWeighting
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$463,0006,7940.20%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
FLOW TRADERS U.S. LLC 175,020$11,360,0000.62%
One Wealth Advisors, LLC 12,751$828,0000.32%
Horst & Graben Wealth Management LLC 14,075$914,0000.29%
Walkner Condon Financial Advisors LLC 6,054$393,0000.15%
Sharkey, Howes & Javer 7,060$458,0000.14%
Adero Partners, LLC 4,232$275,0000.12%
Goodwin Investment Advisory 1,500$97,0000.11%
55I, LLC 33,893$2,200,0000.11%
WEALTHSOURCE PARTNERS, LLC 15,902$1,032,0000.10%
Austin Private Wealth, LLC 5,183$336,0000.09%
View complete list of ISHARES TR shareholders