ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,931 | +6.2% | 17,515 | +13.3% | 0.43% | +14.7% |
| Q2 2023 | $941,364 | +2.2% | 15,455 | 0.0% | 0.37% | -3.6% |
| Q1 2023 | $920,963 | +9.8% | 15,455 | 0.0% | 0.39% | +1.8% |
| Q4 2022 | $838,743 | +166.3% | 15,455 | +128.8% | 0.38% | +140.5% |
| Q3 2022 | $315,000 | +10.9% | 6,755 | +23.9% | 0.16% | +17.0% |
| Q2 2022 | $284,000 | – | 5,450 | – | 0.14% | – |
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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% |