ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 62 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $236,000 | -45.6% | 3,495 | -49.5% | 0.07% | -48.3% |
| Q3 2019 | $434,000 | -45.5% | 6,923 | -43.4% | 0.14% | -44.4% |
| Q2 2019 | $797,000 | -1.0% | 12,232 | -2.5% | 0.26% | -3.0% |
| Q1 2019 | $805,000 | -19.3% | 12,552 | -15.3% | 0.26% | -16.7% |
| Q3 2018 | $998,000 | -22.2% | 14,828 | -22.3% | 0.32% | -26.0% |
| Q2 2018 | $1,283,000 | +4.7% | 19,078 | +5.3% | 0.43% | +5.1% |
| Q1 2018 | $1,225,000 | -0.4% | 18,114 | +3.2% | 0.41% | +0.7% |
| Q4 2017 | $1,230,000 | -14.9% | 17,559 | -20.6% | 0.41% | -17.0% |
| Q3 2017 | $1,446,000 | +8.7% | 22,121 | -0.5% | 0.49% | +5.4% |
| Q2 2017 | $1,330,000 | -1.8% | 22,238 | -2.8% | 0.46% | -7.0% |
| Q1 2017 | $1,354,000 | -26.1% | 22,869 | -31.5% | 0.50% | -29.4% |
| Q4 2016 | $1,831,000 | +53.4% | 33,386 | +49.6% | 0.71% | +51.4% |
| Q3 2016 | $1,194,000 | -13.7% | 22,321 | -20.9% | 0.47% | -17.9% |
| Q2 2016 | $1,384,000 | -18.6% | 28,208 | -21.1% | 0.57% | -24.9% |
| Q1 2016 | $1,700,000 | – | 35,764 | – | 0.76% | – |
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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% |