Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$330,437
-22.4%
5,788
-17.2%
0.20%
-21.7%
Q2 2023$425,944
-9.8%
6,993
-11.8%
0.25%
-19.2%
Q1 2023$472,430
-2.3%
7,928
-11.1%
0.31%
-10.2%
Q4 2022$483,709
+15.4%
8,913
-0.9%
0.34%
+8.2%
Q3 2022$419,000
-99.9%
8,995
+10.9%
0.32%
-2.8%
Q2 2022$422,885,000
+70735.0%
8,109
-17.1%
0.33%
-20.3%
Q1 2022$597,000
-5.1%
9,786
+6.9%
0.41%
-13.2%
Q4 2021$629,000
+44.6%
9,152
+42.7%
0.47%
+11.3%
Q3 2021$435,000
+227.1%
6,412
+228.3%
0.42%
+191.7%
Q2 2021$133,000
+37.1%
1,953
+30.2%
0.14%
+27.2%
Q1 2021$97,000
+4.3%
1,500
+3.3%
0.11%0.0%
Q4 2020$93,0001,4520.11%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 105,699$4,923,0004.80%
Atlantic Private Wealth, LLC 41,584$1,937,0002.17%
Financial Connections Group, Inc. 54,253$2,527,0002.13%
Walkner Condon Financial Advisors LLC 39,469$1,838,0000.59%
VERITY Wealth Advisors 10,674$497,0000.51%
Klaas Financial Asset Advisors, LLC 40,539$1,888,0000.48%
RWA WEALTH PARTNERS, LLC 111,996$5,217,0000.37%
Goodwin Investment Advisory 8,995$419,0000.32%
Opes Wealth Management LLC 15,815$737,0000.30%
Horst & Graben Wealth Management LLC 21,469$1,000,0000.28%
View complete list of ISHARES TR shareholders