ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 67 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,578 | -5.2% | 2,759 | -1.2% | 0.00% | – |
| Q2 2023 | $228,525 | -15.3% | 2,792 | -13.5% | 0.00% | – |
| Q1 2023 | $269,932 | +15.2% | 3,226 | +8.3% | 0.00% | – |
| Q4 2022 | $234,407 | +16.0% | 2,980 | 0.0% | 0.00% | – |
| Q3 2022 | $202,000 | -8.2% | 2,980 | 0.0% | 0.00% | – |
| Q2 2022 | $220,000 | -22.0% | 2,980 | -0.7% | 0.00% | – |
| Q1 2022 | $282,000 | +3.3% | 3,000 | -0.8% | 0.00% | – |
| Q4 2021 | $273,000 | +1.5% | 3,023 | -4.4% | 0.00% | – |
| Q3 2021 | $269,000 | -39.8% | 3,161 | -35.6% | 0.00% | – |
| Q2 2021 | $447,000 | +6.7% | 4,912 | +1.7% | 0.00% | – |
| Q1 2021 | $419,000 | +0.5% | 4,830 | -5.8% | 0.00% | – |
| Q4 2020 | $417,000 | +29.5% | 5,127 | +11.4% | 0.00% | – |
| Q3 2020 | $322,000 | +22.4% | 4,603 | +18.3% | 0.00% | – |
| Q4 2019 | $263,000 | +4.4% | 3,892 | -3.1% | 0.00% | – |
| Q3 2019 | $252,000 | -9.4% | 4,017 | -5.7% | 0.00% | – |
| Q2 2019 | $278,000 | -18.0% | 4,261 | -19.3% | 0.00% | -100.0% |
| Q1 2019 | $339,000 | +11.9% | 5,277 | -0.1% | 0.00% | 0.0% |
| Q4 2018 | $303,000 | -25.6% | 5,284 | -12.6% | 0.00% | 0.0% |
| Q3 2018 | $407,000 | -18.4% | 6,045 | -18.5% | 0.00% | 0.0% |
| Q2 2018 | $499,000 | +11.1% | 7,421 | +11.8% | 0.00% | 0.0% |
| Q1 2018 | $449,000 | +106.0% | 6,640 | +113.4% | 0.00% | – |
| Q4 2017 | $218,000 | +7.4% | 3,111 | 0.0% | 0.00% | – |
| Q3 2017 | $203,000 | – | 3,111 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |