Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 139 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,448,327
-7.9%
42,886
-1.8%
0.65%
-7.8%
Q2 2023$2,658,092
+1.7%
43,653
-0.4%
0.70%
-3.8%
Q1 2023$2,612,590
+10.8%
43,848
+0.9%
0.73%
+3.8%
Q4 2022$2,358,268
+28.3%
43,451
+10.1%
0.70%
+19.1%
Q3 2022$1,838,000
-6.6%
39,469
+4.7%
0.59%
-3.9%
Q2 2022$1,967,000
-99.9%
37,712
+5.7%
0.62%
-0.5%
Q1 2022$2,176,000,000
+142.3%
35,679
+173.3%
0.62%
+6.0%
Q4 2021$898,000,000
+57427.2%
13,057
-43.3%
0.58%
+2.1%
Q2 2021$1,561,000
+297.2%
23,033
+280.5%
0.57%
+273.9%
Q1 2021$393,0006,0540.15%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders