Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

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
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,240
-6.3%
740.0%0.00%0.0%
Q2 2023$4,523
+2.2%
740.0%0.00%0.0%
Q1 2023$4,425
+9.8%
740.0%0.00%0.0%
Q4 2022$4,030
-86.6%
74
-82.9%
0.00%
-88.9%
Q4 2021$30,0004330.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Compton Wealth Advisory Group, LLC 19,200$1,301,0000.61%
One Wealth Advisors, LLC 25,572$1,733,0000.51%
Goodwin Investment Advisory 6,412$435,0000.42%
Horst & Graben Wealth Management LLC 16,922$1,147,0000.32%
Capital CS Group, LLC 4,022$273,0000.25%
Leonard Rickey Investment Advisors P.L.L.C. 8,460$573,0000.24%
Sharkey, Howes & Javer 11,593$786,0000.20%
Opes Wealth Management LLC 7,670$520,0000.18%
FLOW TRADERS U.S. LLC 67,207$4,554,0000.18%
OLD MISSION CAPITAL LLC 57,780$3,915,0000.16%
View complete list of ISHARES TR shareholders