ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 141 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |