Klaas Financial Asset Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 79 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,288,156
+6.3%
57,596
+13.4%
0.74%
+8.1%
Q2 2023$3,094,289
+13.0%
50,801
+10.5%
0.69%
+8.8%
Q1 2023$2,739,471
+14.8%
45,972
+4.6%
0.63%
+6.7%
Q4 2022$2,385,438
+26.3%
43,955
+8.4%
0.59%
+23.5%
Q3 2022$1,888,000
+28.4%
40,539
+43.8%
0.48%
+31.5%
Q2 2022$1,470,000
-6.1%
28,189
+9.9%
0.36%
+1.4%
Q1 2022$1,565,000
+95.1%
25,653
+120.2%
0.36%
+98.9%
Q4 2021$802,000
+57.9%
11,652
+55.3%
0.18%
+46.0%
Q3 2021$508,000
+429.2%
7,501
+427.5%
0.12%
+416.7%
Q2 2021$96,000
+269.2%
1,422
+261.8%
0.02%
+242.9%
Q1 2021$26,0003930.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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