WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 109 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 3.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,018,000
+35.5%
33,185
+29.3%
0.12%
+22.9%
Q1 2021$2,227,000
-56.0%
25,664
-72.9%
0.10%
-79.7%
Q3 2016$5,059,000
+331.7%
94,585
+347.1%
0.47%
+310.4%
Q2 2015$1,172,00021,1530.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Newfound Research LLC 63,433$4,135,0003.58%
Pathway Financial Advisors LLC 124,503$8,115,0002.39%
Destination Wealth Management 100,457$6,548,0000.36%
Versant Capital Management, Inc 8,931$582,0000.26%
WRAPMANAGER INC 12,232$797,0000.26%
Morningstar Investment Services LLC 184,864$12,050,0000.20%
Cranbrook Wealth Management, LLC 10,080$657,0000.19%
Concorde Asset Management, LLC 4,760$310,0000.18%
Slow Capital, Inc. 5,538$361,0000.15%
NTV ASSET MANAGEMENT LLC 5,600$365,0000.10%
View complete list of ISHARES TR shareholders