ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 48 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344,127 | +10.6% | 23,544 | +18.0% | 0.37% | +7.8% |
| Q2 2023 | $1,215,703 | +9.0% | 19,959 | +6.6% | 0.34% | -4.2% |
| Q1 2023 | $1,115,227 | +27.1% | 18,715 | +15.8% | 0.36% | +12.9% |
| Q4 2022 | $877,275 | +19.0% | 16,165 | +2.2% | 0.32% | +8.1% |
| Q3 2022 | $737,000 | +8.4% | 15,815 | +21.2% | 0.30% | +8.5% |
| Q2 2022 | $680,000 | -12.5% | 13,045 | +2.4% | 0.27% | +7.5% |
| Q1 2022 | $777,000 | +10.1% | 12,745 | +24.2% | 0.25% | +15.5% |
| Q4 2021 | $706,000 | +35.8% | 10,265 | +33.8% | 0.22% | +19.0% |
| Q3 2021 | $520,000 | +77.5% | 7,670 | +77.1% | 0.18% | +70.4% |
| Q2 2021 | $293,000 | +34.4% | 4,330 | +28.9% | 0.11% | +27.1% |
| Q1 2021 | $218,000 | – | 3,360 | – | 0.08% | – |
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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% |