ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $826,000 | +3.8% | 12,233 | -3.6% | 0.01% | +8.3% |
| Q3 2019 | $796,000 | -12.2% | 12,690 | -8.8% | 0.01% | -14.3% |
| Q2 2019 | $907,000 | +1.6% | 13,911 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $893,000 | -2.2% | 13,911 | -12.6% | 0.02% | -16.7% |
| Q4 2018 | $913,000 | -14.8% | 15,911 | 0.0% | 0.02% | -5.3% |
| Q3 2018 | $1,071,000 | +0.1% | 15,911 | 0.0% | 0.02% | -5.0% |
| Q2 2018 | $1,070,000 | -60.5% | 15,911 | -60.3% | 0.02% | -63.0% |
| Q1 2018 | $2,712,000 | -21.5% | 40,109 | -18.6% | 0.05% | -22.9% |
| Q4 2017 | $3,455,000 | +16.4% | 49,299 | +8.6% | 0.07% | +7.7% |
| Q3 2017 | $2,969,000 | +49.6% | 45,405 | +36.9% | 0.06% | +44.4% |
| Q2 2017 | $1,984,000 | – | 33,165 | – | 0.04% | – |
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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% |