ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 73 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $250,000 | -57.9% | 4,000 | -54.5% | 0.00% | -60.0% |
| Q4 2019 | $594,000 | +125.9% | 8,800 | +109.5% | 0.01% | +66.7% |
| Q3 2019 | $263,000 | -4.0% | 4,200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $274,000 | +1.9% | 4,200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | -29.0% | 4,200 | -25.0% | 0.00% | -25.0% |
| Q1 2018 | $379,000 | -64.6% | 5,600 | -63.4% | 0.00% | -66.7% |
| Q4 2017 | $1,072,000 | -11.4% | 15,300 | -17.3% | 0.01% | -25.0% |
| Q3 2017 | $1,210,000 | +127.4% | 18,500 | +107.9% | 0.02% | +128.6% |
| Q2 2017 | $532,000 | -14.2% | 8,900 | -21.2% | 0.01% | -36.4% |
| Q4 2016 | $620,000 | +157.3% | 11,300 | +151.1% | 0.01% | +175.0% |
| Q3 2016 | $241,000 | +9.0% | 4,500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $221,000 | -1.3% | 4,500 | +25.0% | 0.00% | 0.0% |
| Q4 2013 | $224,000 | +4.2% | 3,600 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $215,000 | – | 3,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 51,921 | $4,344,460 | 4.66% |
| Pathway Financial Advisors LLC | 123,590 | $10,341,286 | 3.50% |
| BEAM WEALTH ADVISORS, INC. | 16,834 | $1,408,565 | 1.41% |
| Wealth Advisors of Tampa Bay, LLC | 23,292 | $1,948,939 | 1.12% |
| Cambria Investment Management, L.P. | 158,082 | $13,227,353 | 1.09% |
| First Bancorp, Inc /ME/ | 4,614 | $386,072 | 0.33% |
| Ameritas Advisory Services, LLC | 76,343 | $6,408,964 | 0.32% |
| DOHJ, LLC | 5,619 | $470,164 | 0.24% |
| VIAWEALTH, LLC | 2,604 | $217,840 | 0.17% |
| Proficio Capital Partners LLC | 10,460 | $875,230 | 0.14% |