Adero Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 33 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$229,671
+13.7%
4,2320.0%0.03%
+7.7%
Q3 2022$202,000
-6.9%
4,2320.0%0.03%
-16.1%
Q2 2022$217,000
-15.9%
4,2320.0%0.03%
-18.4%
Q1 2022$258,000
-11.3%
4,2320.0%0.04%
-20.8%
Q4 2021$291,000
+1.4%
4,2320.0%0.05%
-7.7%
Q3 2021$287,0000.0%4,2320.0%0.05%
-21.2%
Q2 2021$287,000
+4.4%
4,2320.0%0.07%
-46.3%
Q1 2021$275,000
+2.6%
4,2320.0%0.12%
-46.5%
Q4 2020$268,0004,2320.23%
Other shareholders
ISHARES TR shareholders Q4 2020
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