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 ↓ |
|---|---|---|---|
| VERITY Wealth Advisors | 10,069 | $643,208 | 0.55% |
| Parkside Advisors LLC | 26,090 | $1,666,651 | 0.46% |
| Diversified Trust Co | 8,560 | $546,812 | 0.02% |
| ST GERMAIN D J CO INC | 28 | $1,789 | 0.00% |