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 | $308,229 | -22.1% | 5,399 | -16.9% | 0.00% | 0.0% |
| Q2 2023 | $395,550 | +15.9% | 6,494 | +13.4% | 0.00% | 0.0% |
| Q1 2023 | $341,391 | +1.3% | 5,729 | -7.8% | 0.00% | -66.7% |
| Q4 2022 | $337,125 | +21.7% | 6,212 | +4.3% | 0.01% | +9.1% |
| Q3 2022 | $277,000 | 0.0% | 5,957 | +12.3% | 0.01% | 0.0% |
| Q2 2022 | $277,000 | -17.1% | 5,305 | -3.1% | 0.01% | -8.3% |
| Q1 2022 | $334,000 | +6.4% | 5,472 | +19.7% | 0.01% | +20.0% |
| Q4 2021 | $314,000 | +39.6% | 4,570 | +37.4% | 0.01% | +25.0% |
| Q3 2021 | $225,000 | – | 3,326 | – | 0.01% | – |
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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% |