ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 79 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,010 | +37.9% | 52,759 | +45.0% | 0.01% | +40.0% |
| Q2 2023 | $2,182 | +144.1% | 36,374 | +141.1% | 0.01% | +150.0% |
| Q1 2023 | $894 | +9.2% | 15,086 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $819 | -99.9% | 15,025 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $681,000 | -9.9% | 14,701 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $756,000 | -9.0% | 14,495 | +6.5% | 0.00% | 0.0% |
| Q1 2022 | $831,000 | +118.1% | 13,615 | +142.2% | 0.00% | +100.0% |
| Q4 2021 | $381,000 | -40.8% | 5,621 | -40.8% | 0.00% | 0.0% |
| Q3 2021 | $644,000 | +69.0% | 9,497 | +69.0% | 0.00% | 0.0% |
| Q2 2021 | $381,000 | -17.5% | 5,621 | -21.1% | 0.00% | 0.0% |
| Q1 2021 | $462,000 | +97.4% | 7,126 | +92.3% | 0.00% | 0.0% |
| Q4 2020 | $234,000 | – | 3,705 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 105,699 | $4,923,000 | 4.80% |
| Atlantic Private Wealth, LLC | 41,584 | $1,937,000 | 2.17% |
| Financial Connections Group, Inc. | 54,253 | $2,527,000 | 2.13% |
| Walkner Condon Financial Advisors LLC | 39,469 | $1,838,000 | 0.59% |
| VERITY Wealth Advisors | 10,674 | $497,000 | 0.51% |
| Klaas Financial Asset Advisors, LLC | 40,539 | $1,888,000 | 0.48% |
| RWA WEALTH PARTNERS, LLC | 111,996 | $5,217,000 | 0.37% |
| Goodwin Investment Advisory | 8,995 | $419,000 | 0.32% |
| Opes Wealth Management LLC | 15,815 | $737,000 | 0.30% |
| Horst & Graben Wealth Management LLC | 21,469 | $1,000,000 | 0.28% |