ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $615,411 | -10.9% | 10,780 | -5.0% | 0.10% | -5.8% |
Q2 2023 | $690,942 | +1.1% | 11,344 | -1.1% | 0.10% | -7.2% |
Q1 2023 | $683,259 | +18.5% | 11,466 | +7.9% | 0.11% | +8.8% |
Q4 2022 | $576,564 | -19.9% | 10,624 | -31.3% | 0.10% | -28.2% |
Q3 2022 | $720,000 | +54.8% | 15,465 | +73.3% | 0.14% | +59.6% |
Q2 2022 | $465,000 | -29.5% | 8,925 | -17.5% | 0.09% | -34.1% |
Q1 2022 | $660,000 | -13.8% | 10,820 | -2.9% | 0.14% | -12.3% |
Q4 2021 | $766,000 | +32.8% | 11,144 | +31.0% | 0.15% | +18.5% |
Q3 2021 | $577,000 | +22.5% | 8,510 | +22.3% | 0.13% | +17.1% |
Q2 2021 | $471,000 | – | 6,961 | – | 0.11% | – |
Download |
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% |