CreativeOne Wealth, LLC - ISHARES TR ownership

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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$209
-99.9%
3,847
-7.4%
0.01%0.0%
Q2 2022$217,000
-33.4%
4,156
-22.2%
0.01%
-29.4%
Q1 2022$326,000
+11.3%
5,340
+25.5%
0.02%
+21.4%
Q4 2021$293,000
+38.2%
4,254
+35.8%
0.01%
+16.7%
Q3 2021$212,0003,1320.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 105,699$4,923,0004.80%
Atlantic Private Wealth, LLC 41,584$1,937,0002.17%
Financial Connections Group, Inc. 54,253$2,527,0002.13%
Walkner Condon Financial Advisors LLC 39,469$1,838,0000.59%
VERITY Wealth Advisors 10,674$497,0000.51%
Klaas Financial Asset Advisors, LLC 40,539$1,888,0000.48%
RWA WEALTH PARTNERS, LLC 111,996$5,217,0000.37%
Goodwin Investment Advisory 8,995$419,0000.32%
Opes Wealth Management LLC 15,815$737,0000.30%
Horst & Graben Wealth Management LLC 21,469$1,000,0000.28%
View complete list of ISHARES TR shareholders