ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 141 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 105,699 | $4,923,000 | 4.80% |
| Atlantic Private Wealth, LLC | 41,584 | $1,937,000 | 2.17% |
| Financial Connections Group, Inc. | 54,253 | $2,527,000 | 2.13% |
| Walkner Condon Financial Advisors LLC | 39,469 | $1,838,000 | 0.59% |
| VERITY Wealth Advisors | 10,674 | $497,000 | 0.51% |
| Klaas Financial Asset Advisors, LLC | 40,539 | $1,888,000 | 0.48% |
| RWA WEALTH PARTNERS, LLC | 111,996 | $5,217,000 | 0.37% |
| Goodwin Investment Advisory | 8,995 | $419,000 | 0.32% |
| Opes Wealth Management LLC | 15,815 | $737,000 | 0.30% |
| Horst & Graben Wealth Management LLC | 21,469 | $1,000,000 | 0.28% |