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 | $856,350 | -6.3% | 15,000 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $913,650 | -25.2% | 15,000 | -26.8% | 0.01% | -21.4% |
| Q1 2023 | $1,221,595 | +9.8% | 20,500 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,112,535 | +16.5% | 20,500 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $955,000 | -10.7% | 20,500 | 0.0% | 0.02% | -21.1% |
| Q2 2022 | $1,069,000 | – | 20,500 | – | 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% |