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 | $515,009 | +38.5% | 9,021 | +47.7% | 0.01% | +25.0% |
| Q2 2023 | $371,916 | +8.6% | 6,106 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $342,344 | -69.7% | 5,745 | -72.4% | 0.00% | -60.0% |
| Q4 2022 | $1,130,987 | -99.9% | 20,840 | -50.6% | 0.01% | -9.1% |
| Q3 2022 | $982,982,000 | +103480.8% | 42,182 | +131.8% | 0.01% | +10.0% |
| Q2 2022 | $949,000 | -14.4% | 18,196 | +0.2% | 0.01% | -16.7% |
| Q1 2022 | $1,108,000 | +13.5% | 18,165 | +28.0% | 0.01% | +20.0% |
| Q4 2021 | $976,000 | +34.4% | 14,187 | +32.5% | 0.01% | +42.9% |
| Q3 2021 | $726,000 | +153.0% | 10,709 | +152.6% | 0.01% | +133.3% |
| Q2 2021 | $287,000 | – | 4,240 | – | 0.00% | – |
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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% |