ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 69 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Newfound Research LLC | 63,433 | $4,135,000 | 3.58% |
| Pathway Financial Advisors LLC | 124,503 | $8,115,000 | 2.39% |
| Destination Wealth Management | 100,457 | $6,548,000 | 0.36% |
| Versant Capital Management, Inc | 8,931 | $582,000 | 0.26% |
| WRAPMANAGER INC | 12,232 | $797,000 | 0.26% |
| Morningstar Investment Services LLC | 184,864 | $12,050,000 | 0.20% |
| Cranbrook Wealth Management, LLC | 10,080 | $657,000 | 0.19% |
| Concorde Asset Management, LLC | 4,760 | $310,000 | 0.18% |
| Slow Capital, Inc. | 5,538 | $361,000 | 0.15% |
| NTV ASSET MANAGEMENT LLC | 5,600 | $365,000 | 0.10% |