ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 139 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,070 | -6.3% | 597 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $36,350 | +0.1% | 597 | -2.0% | 0.01% | -18.8% |
| Q1 2023 | $36,301 | -46.6% | 609 | -51.4% | 0.02% | -57.9% |
| Q4 2022 | $68,010 | -10.5% | 1,253 | -22.9% | 0.04% | -22.4% |
| Q3 2022 | $76,000 | -16.5% | 1,625 | -7.0% | 0.05% | -7.5% |
| Q2 2022 | $91,000 | -30.0% | 1,747 | -21.1% | 0.05% | -39.1% |
| Q1 2022 | $130,000 | – | 2,213 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 43,251 | $2,634,424 | 2.68% |
| Financial Connections Group, Inc. | 49,266 | $3,000 | 1.97% |
| IMPACTfolio, LLC | 38,097 | $2,320,488 | 1.84% |
| Values Added Financial LLC | 24,408 | $1,486,691 | 1.39% |
| One Wealth Advisors, LLC | 60,049 | $3,657,585 | 0.77% |
| Walkner Condon Financial Advisors LLC | 43,653 | $2,658,092 | 0.70% |
| Klaas Financial Asset Advisors, LLC | 50,801 | $3,094,289 | 0.69% |
| VERITY Wealth Advisors | 10,117 | $616,226 | 0.55% |
| Parkside Advisors LLC | 26,834 | $1,634,446 | 0.51% |
| Atwater Malick LLC | 18,087 | $1,101,679 | 0.47% |