ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $26,000 | – | 393 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 105,699 | $4,923,000 | 4.80% |
| Atlantic Private Wealth, LLC | 41,584 | $1,937,000 | 2.17% |
| Financial Connections Group, Inc. | 54,253 | $2,527,000 | 2.13% |
| Walkner Condon Financial Advisors LLC | 39,469 | $1,838,000 | 0.59% |
| VERITY Wealth Advisors | 10,674 | $497,000 | 0.51% |
| Klaas Financial Asset Advisors, LLC | 40,539 | $1,888,000 | 0.48% |
| RWA WEALTH PARTNERS, LLC | 111,996 | $5,217,000 | 0.37% |
| Goodwin Investment Advisory | 8,995 | $419,000 | 0.32% |
| Opes Wealth Management LLC | 15,815 | $737,000 | 0.30% |
| Horst & Graben Wealth Management LLC | 21,469 | $1,000,000 | 0.28% |