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 | $5,411 | -8.9% | 94,775 | -2.8% | 0.03% | -9.1% |
| Q2 2023 | $5,941 | +6.1% | 97,538 | +3.8% | 0.03% | -17.5% |
| Q1 2023 | $5,598 | +2.1% | 93,936 | -7.1% | 0.04% | +11.1% |
| Q4 2022 | $5,485 | -99.9% | 101,069 | -0.6% | 0.04% | 0.0% |
| Q3 2022 | $4,738,000 | -6.3% | 101,716 | +4.9% | 0.04% | -5.3% |
| Q2 2022 | $5,055,000 | -19.2% | 96,927 | -5.4% | 0.04% | -13.6% |
| Q1 2022 | $6,253,000 | +2.1% | 102,513 | +15.1% | 0.04% | 0.0% |
| Q4 2021 | $6,126,000 | +37.0% | 89,083 | +35.0% | 0.04% | +22.2% |
| Q3 2021 | $4,471,000 | +36.5% | 65,972 | +36.4% | 0.04% | +28.6% |
| Q2 2021 | $3,275,000 | +35.3% | 48,378 | +29.7% | 0.03% | +21.7% |
| Q1 2021 | $2,421,000 | +48.4% | 37,297 | +44.5% | 0.02% | +35.3% |
| Q4 2020 | $1,631,000 | – | 25,806 | – | 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% |