Copperleaf Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 153 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Copperleaf Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$316,911
+12.0%
4,700
+13.1%
0.25%
+3.3%
Q1 2024$283,012
+12.0%
4,154
+5.0%
0.24%
-4.7%
Q4 2023$252,709
+13.1%
3,956
+1.0%
0.26%
+6.2%
Q3 2023$223,507
-0.3%
3,915
+6.4%
0.24%
+15.2%
Q2 2023$224,2103,6810.21%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders