ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 58 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122 | -83.6% | 1,548 | -83.0% | 0.00% | -100.0% |
| Q2 2023 | $744 | -7.1% | 9,088 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $801 | -71.2% | 9,573 | -73.0% | 0.00% | -71.4% |
| Q4 2022 | $2,784 | -99.9% | 35,400 | +11.3% | 0.01% | +16.7% |
| Q3 2022 | $2,159,000 | +146.7% | 31,813 | +168.8% | 0.01% | +200.0% |
| Q2 2022 | $875,000 | +5733.3% | 11,835 | +6475.0% | 0.00% | – |
| Q4 2020 | $15,000 | -76.6% | 180 | -82.4% | 0.00% | – |
| Q2 2020 | $64,000 | -91.6% | 1,020 | -93.4% | 0.00% | -100.0% |
| Q1 2020 | $765,000 | +512.0% | 15,435 | +734.3% | 0.00% | – |
| Q4 2019 | $125,000 | +37.4% | 1,850 | +27.1% | 0.00% | – |
| Q3 2019 | $91,000 | -4.2% | 1,455 | 0.0% | 0.00% | – |
| Q2 2019 | $95,000 | -48.9% | 1,455 | -49.8% | 0.00% | -100.0% |
| Q1 2019 | $186,000 | -97.1% | 2,900 | -97.4% | 0.00% | -96.4% |
| Q4 2018 | $6,396,000 | +9305.9% | 111,518 | +11396.7% | 0.03% | – |
| Q4 2017 | $68,000 | -90.1% | 970 | -92.3% | 0.00% | -100.0% |
| Q4 2016 | $686,000 | – | 12,520 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pathway Financial Advisors LLC | 123,927 | $10,851,000 | 3.87% |
| SINECERA CAPITAL, LLC | 42,911 | $3,844,000 | 3.73% |
| BEAM WEALTH ADVISORS, INC. | 13,487 | $1,220,000 | 1.40% |
| Richard Bernstein Advisors LLC | 497,794 | $45,030,000 | 0.87% |
| Wealth Advisors of Tampa Bay, LLC | 29,240 | $2,645,000 | 0.65% |
| Blue Edge Capital, LLC | 27,960 | $2,529,262,000 | 0.49% |
| Sunflower Bank, N.A. | 38,839 | $3,513,000 | 0.47% |
| Interchange Capital Partners, LLC | 3,835 | $346,000 | 0.35% |
| First Bancorp, Inc /ME/ | 4,248 | $384,000 | 0.34% |
| Ameritas Advisory Services, LLC | 68,604 | $6,206,000 | 0.23% |