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 ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders