ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 51,691 | $2,951 | 3.64% |
| Atlantic Private Wealth, LLC | 43,251 | $2,469,204 | 2.49% |
| Values Added Financial LLC | 39,382 | $2,248,318 | 2.05% |
| One Wealth Advisors, LLC | 59,852 | $3,416,951 | 0.76% |
| Klaas Financial Asset Advisors, LLC | 57,596 | $3,288,156 | 0.74% |
| TCWP LLC | 15,154 | $865,165 | 0.66% |
| Walkner Condon Financial Advisors LLC | 42,886 | $2,448,327 | 0.65% |
| Equita Financial Network, Inc. | 17,165 | $980 | 0.60% |
| VERITY Wealth Advisors | 10,345 | $590,596 | 0.56% |
| Parkside Advisors LLC | 26,690 | $1,523,720 | 0.47% |