PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 97 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,389
+15.1%
540
+20.0%
0.01%
+20.0%
Q2 2023$36,833
-17.6%
450
-15.7%
0.01%
-16.7%
Q1 2023$44,682
+248133.3%
534
+128.2%
0.01%
+100.0%
Q4 2022$18
-99.7%
234
+178.6%
0.00%
+200.0%
Q3 2022$6,000840.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Richard Bernstein Advisors LLC 1,190,990$101,448,0002.05%
EWG Elevate Inc. 45,294$3,858,0001.60%
Cambria Investment Management, L.P. 65,320$5,564,0001.02%
BEAM WEALTH ADVISORS, INC. 12,278$1,046,0000.90%
Anfield Capital Management, LLC 21,002$1,789,0000.56%
Sunflower Bank, N.A. 43,751$3,727,0000.53%
Blue Edge Capital, LLC 29,522$2,514,684,0000.52%
Wealth Advisors of Tampa Bay, LLC 9,810$836,0000.46%
PATRON PARTNERS, LLC 6,211$529,0000.39%
First Bancorp, Inc /ME/ 4,248$361,0000.34%
View complete list of ISHARES TR shareholders