Opes Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
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$218,0003,3600.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders