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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,843 | -23.0% | 1,170 | -19.7% | 0.00% | – |
| Q2 2023 | $119,255 | -10.8% | 1,457 | -8.8% | 0.00% | – |
| Q1 2023 | $133,627 | -11.7% | 1,597 | -17.0% | 0.00% | – |
| Q4 2022 | $151,344 | -29.6% | 1,924 | -39.4% | 0.00% | – |
| Q3 2022 | $215,000 | -65.2% | 3,177 | -62.0% | 0.00% | -100.0% |
| Q2 2022 | $618,000 | -18.5% | 8,363 | +3.6% | 0.00% | 0.0% |
| Q1 2022 | $758,000 | -6.3% | 8,069 | -9.9% | 0.00% | 0.0% |
| Q4 2021 | $809,000 | +3.9% | 8,951 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $779,000 | -8.7% | 9,147 | -2.4% | 0.00% | -50.0% |
| Q2 2021 | $853,000 | +16.7% | 9,373 | +11.3% | 0.00% | 0.0% |
| Q1 2021 | $731,000 | +191.2% | 8,423 | +173.2% | 0.00% | +100.0% |
| Q4 2020 | $251,000 | +392.2% | 3,083 | +321.2% | 0.00% | – |
| Q3 2020 | $51,000 | +155.0% | 732 | +131.6% | 0.00% | – |
| Q2 2020 | $20,000 | +900.0% | 316 | +953.3% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 30 | -40.0% | 0.00% | – |
| Q3 2014 | $3,000 | – | 50 | – | 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% |