ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,371 | -5.1% | 10,271 | +1.3% | 0.08% | -4.5% |
| Q2 2023 | $617,688 | +7.7% | 10,141 | +5.4% | 0.09% | -2.2% |
| Q1 2023 | $573,375 | -3.2% | 9,622 | -11.8% | 0.09% | -12.5% |
| Q4 2022 | $592,194 | +18.4% | 10,912 | +1.6% | 0.10% | -1.0% |
| Q3 2022 | $500,000 | -9.7% | 10,737 | +1.1% | 0.10% | -14.6% |
| Q2 2022 | $554,000 | -11.8% | 10,620 | +3.1% | 0.12% | -1.6% |
| Q1 2022 | $628,000 | +2.8% | 10,300 | +16.0% | 0.12% | +2.5% |
| Q4 2021 | $611,000 | +23.9% | 8,878 | +22.0% | 0.12% | +17.3% |
| Q3 2021 | $493,000 | +41.3% | 7,276 | +41.0% | 0.10% | +28.4% |
| Q2 2021 | $349,000 | +3.9% | 5,162 | -0.4% | 0.08% | -8.0% |
| Q1 2021 | $336,000 | +11.6% | 5,183 | +8.8% | 0.09% | +1.1% |
| Q4 2020 | $301,000 | – | 4,764 | – | 0.09% | – |
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% |