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 | $865,165 | -13.8% | 15,154 | -8.1% | 0.66% | +207.9% |
| Q2 2023 | $1,004,004 | +6.8% | 16,483 | +4.5% | 0.21% | +20.2% |
| Q1 2023 | $939,981 | +12.1% | 15,774 | +2.1% | 0.18% | +4.7% |
| Q4 2022 | $838,859 | +101.6% | 15,457 | +73.1% | 0.17% | +93.2% |
| Q3 2022 | $416,000 | +9.8% | 8,932 | +22.6% | 0.09% | +8.6% |
| Q2 2022 | $379,000 | +0.8% | 7,285 | +17.9% | 0.08% | +19.1% |
| Q1 2022 | $376,000 | -1.3% | 6,177 | +11.5% | 0.07% | -10.5% |
| Q4 2021 | $381,000 | – | 5,540 | – | 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% |