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 | $91,972 | -19.4% | 1,611 | -14.0% | 0.01% | -15.4% |
| Q2 2023 | $114,145 | -18.0% | 1,874 | -19.8% | 0.01% | -27.8% |
| Q1 2023 | $139,202 | +10.7% | 2,336 | +0.8% | 0.02% | -5.3% |
| Q4 2022 | $125,798 | +3.1% | 2,318 | -11.2% | 0.02% | -5.0% |
| Q3 2022 | $122,000 | -11.6% | 2,610 | -1.4% | 0.02% | -13.0% |
| Q2 2022 | $138,000 | -22.9% | 2,646 | -9.9% | 0.02% | -14.8% |
| Q1 2022 | $179,000 | -1.6% | 2,938 | +11.0% | 0.03% | 0.0% |
| Q4 2021 | $182,000 | -10.8% | 2,647 | -11.9% | 0.03% | -20.6% |
| Q3 2021 | $204,000 | +10.3% | 3,005 | +10.2% | 0.03% | +6.2% |
| Q2 2021 | $185,000 | +23.3% | 2,727 | +18.2% | 0.03% | +10.3% |
| Q1 2021 | $150,000 | +70.5% | 2,307 | +64.9% | 0.03% | +52.6% |
| Q4 2020 | $88,000 | – | 1,399 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 41,710 | $2,263,602 | 2.44% |
| Financial Connections Group, Inc. | 54,158 | $2,939 | 2.32% |
| One Wealth Advisors, LLC | 62,663 | $3,400,721 | 0.78% |
| Walkner Condon Financial Advisors LLC | 43,451 | $2,358,268 | 0.70% |
| Klaas Financial Asset Advisors, LLC | 43,955 | $2,385,438 | 0.59% |
| Parkside Advisors LLC | 28,757 | $1,560,654 | 0.55% |
| VERITY Wealth Advisors | 9,386 | $509,378 | 0.50% |
| FLOW TRADERS U.S. LLC | 139,717 | $7,582 | 0.38% |
| Wade Financial Advisory, Inc | 15,455 | $838,743 | 0.38% |
| Goodwin Investment Advisory | 8,913 | $483,709 | 0.34% |