ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 58 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,723,000 | +2.8% | 58,030 | -8.1% | 0.01% | -14.3% |
| Q4 2018 | $3,623,000 | -59.4% | 63,160 | -52.4% | 0.01% | -50.0% |
| Q3 2018 | $8,934,000 | -21.1% | 132,735 | -21.1% | 0.01% | -30.0% |
| Q2 2018 | $11,317,000 | -0.5% | 168,315 | +0.0% | 0.02% | +5.3% |
| Q1 2018 | $11,375,000 | -3.4% | 168,255 | +0.1% | 0.02% | -5.0% |
| Q4 2017 | $11,778,000 | +3.2% | 168,080 | -3.7% | 0.02% | -4.8% |
| Q3 2017 | $11,418,000 | +9.3% | 174,625 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $10,447,000 | -3.7% | 174,625 | -4.7% | 0.02% | 0.0% |
| Q1 2017 | $10,854,000 | +4.7% | 183,315 | -3.0% | 0.02% | -4.8% |
| Q4 2016 | $10,363,000 | +3.3% | 189,005 | +0.8% | 0.02% | +5.0% |
| Q3 2016 | $10,030,000 | +8.8% | 187,525 | -0.3% | 0.02% | +5.3% |
| Q2 2016 | $9,222,000 | – | 188,030 | – | 0.02% | – |
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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% |