ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,124 | -4.8% | 5,940 | +1.6% | 0.07% | -4.1% |
| Q2 2023 | $356,212 | +3.5% | 5,848 | +1.3% | 0.07% | -2.6% |
| Q1 2023 | $344,017 | +14.1% | 5,773 | +3.9% | 0.08% | +8.6% |
| Q4 2022 | $301,419 | +0.5% | 5,554 | -13.8% | 0.07% | -6.7% |
| Q3 2022 | $300,000 | +0.7% | 6,445 | +12.7% | 0.08% | +2.7% |
| Q2 2022 | $298,000 | +8.8% | 5,719 | +27.4% | 0.07% | +2.8% |
| Q1 2022 | $274,000 | – | 4,490 | – | 0.07% | – |
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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% |