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 ↓ |
---|---|---|---|
TEXAS TREASURY SAFEKEEPING TRUST CO | 62,000 | $10,096,000 | 10.87% |
Cranbrook Wealth Management, LLC | 95,957 | $5,987,000 | 4.20% |
Destination Wealth Management | 254,942 | $15,906,000 | 1.70% |
Retirement Planning Group, LLC | 45,703 | $2,851,000 | 0.92% |
Edelman Financial Services, LLC | 552,823 | $34,491,000 | 0.64% |
First Heartland Consultants, Inc. | 14,938 | $932,000 | 0.46% |
Ameritas Investment Partners, Inc. | 90,000 | $5,615,000 | 0.44% |
PICTET BANK & TRUST Ltd | 12,000 | $748,000 | 0.30% |
Smith Salley Wealth Management | 5,178 | $323,000 | 0.20% |
NTV ASSET MANAGEMENT LLC | 9,100 | $567,000 | 0.18% |