Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$383,213
+1.0%
6,712
+7.8%
0.04%
+5.0%
Q2 2023$379,253
+14.9%
6,226
+12.4%
0.04%
+8.1%
Q1 2023$330,111
-7.6%
5,540
-15.9%
0.04%
-9.8%
Q4 2022$357,352
+47.7%
6,585
+26.6%
0.04%
+28.1%
Q3 2022$242,000
-17.4%
5,203
+8.3%
0.03%0.0%
Q1 2022$293,0004,8050.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders