ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,335 | -10.8% | 5,786 | -4.8% | 0.11% | 0.0% |
| Q2 2023 | $370,294 | +6.1% | 6,079 | +3.8% | 0.11% | +15.1% |
| Q1 2023 | $349,130 | +5.2% | 5,859 | -4.2% | 0.09% | +4.5% |
| Q4 2022 | $332,013 | +8.9% | 6,118 | -6.6% | 0.09% | -2.2% |
| Q3 2022 | $305,000 | -10.6% | 6,547 | +0.2% | 0.09% | -4.2% |
| Q2 2022 | $341,000 | -12.1% | 6,534 | +2.8% | 0.10% | -1.0% |
| Q1 2022 | $388,000 | -0.5% | 6,358 | +12.1% | 0.10% | +5.5% |
| Q4 2021 | $390,000 | -0.3% | 5,671 | -1.8% | 0.09% | -3.2% |
| Q3 2021 | $391,000 | +6.2% | 5,777 | +6.2% | 0.09% | +6.8% |
| Q2 2021 | $368,000 | +16.8% | 5,439 | +11.9% | 0.09% | +10.0% |
| Q1 2021 | $315,000 | – | 4,859 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 51,691 | $2,951 | 3.64% |
| Atlantic Private Wealth, LLC | 43,251 | $2,469,204 | 2.49% |
| Values Added Financial LLC | 39,382 | $2,248,318 | 2.05% |
| One Wealth Advisors, LLC | 59,852 | $3,416,951 | 0.76% |
| Klaas Financial Asset Advisors, LLC | 57,596 | $3,288,156 | 0.74% |
| TCWP LLC | 15,154 | $865,165 | 0.66% |
| Walkner Condon Financial Advisors LLC | 42,886 | $2,448,327 | 0.65% |
| Equita Financial Network, Inc. | 17,165 | $980 | 0.60% |
| VERITY Wealth Advisors | 10,345 | $590,596 | 0.56% |
| Parkside Advisors LLC | 26,690 | $1,523,720 | 0.47% |