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 | $414,245 | +16.9% | 7,256 | +24.7% | 0.02% | +38.5% |
| Q2 2023 | $354,496 | -10.0% | 5,820 | -11.9% | 0.01% | -13.3% |
| Q1 2023 | $393,711 | +3.9% | 6,607 | -5.3% | 0.02% | -6.2% |
| Q4 2022 | $378,805 | -0.6% | 6,980 | -14.7% | 0.02% | -5.9% |
| Q3 2022 | $381,000 | +8.5% | 8,180 | +21.4% | 0.02% | +6.2% |
| Q2 2022 | $351,000 | -18.4% | 6,740 | -4.5% | 0.02% | -5.9% |
| Q1 2022 | $430,000 | -5.9% | 7,055 | +6.1% | 0.02% | -26.1% |
| Q4 2021 | $457,000 | +15.7% | 6,650 | +14.0% | 0.02% | +15.0% |
| Q2 2021 | $394,925 | +10.8% | 5,833 | +6.2% | 0.02% | 0.0% |
| Q1 2021 | $356,338 | +11.0% | 5,490 | +8.1% | 0.02% | -4.8% |
| Q4 2020 | $321,044 | – | 5,079 | – | 0.02% | – |
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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% |