ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 74 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $324,000 | +7.6% | 4,800 | 0.0% | 0.08% | -3.5% |
| Q3 2019 | $301,000 | -17.5% | 4,800 | -14.3% | 0.09% | -18.1% |
| Q2 2019 | $365,000 | +1.7% | 5,600 | 0.0% | 0.10% | +2.9% |
| Q1 2019 | $359,000 | +9.8% | 5,600 | -1.8% | 0.10% | -3.8% |
| Q4 2018 | $327,000 | -14.8% | 5,700 | 0.0% | 0.11% | +1.9% |
| Q3 2018 | $384,000 | +0.3% | 5,700 | 0.0% | 0.10% | -3.7% |
| Q2 2018 | $383,000 | -0.5% | 5,700 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $385,000 | -3.5% | 5,700 | 0.0% | 0.11% | -1.8% |
| Q4 2017 | $399,000 | +7.0% | 5,700 | 0.0% | 0.11% | +2.8% |
| Q3 2017 | $373,000 | -7.7% | 5,700 | -37.4% | 0.11% | -17.6% |
| Q3 2015 | $404,000 | -19.8% | 9,100 | 0.0% | 0.13% | -11.5% |
| Q2 2015 | $504,000 | -2.5% | 9,100 | 0.0% | 0.15% | -3.9% |
| Q1 2015 | $517,000 | +1.8% | 9,100 | 0.0% | 0.15% | +2.7% |
| Q4 2014 | $508,000 | -6.8% | 9,100 | 0.0% | 0.15% | -9.1% |
| Q3 2014 | $545,000 | -7.2% | 9,100 | 0.0% | 0.16% | -7.3% |
| Q2 2014 | $587,000 | +3.5% | 9,100 | 0.0% | 0.18% | -2.2% |
| Q1 2014 | $567,000 | 0.0% | 9,100 | 0.0% | 0.18% | -5.2% |
| Q4 2013 | $567,000 | +4.2% | 9,100 | 0.0% | 0.19% | +0.5% |
| Q3 2013 | $544,000 | -51.9% | 9,100 | -57.3% | 0.19% | -53.5% |
| Q2 2013 | $1,132,000 | – | 21,288 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 1,190,990 | $101,448,000 | 2.05% |
| EWG Elevate Inc. | 45,294 | $3,858,000 | 1.60% |
| Cambria Investment Management, L.P. | 65,320 | $5,564,000 | 1.02% |
| BEAM WEALTH ADVISORS, INC. | 12,278 | $1,046,000 | 0.90% |
| Anfield Capital Management, LLC | 21,002 | $1,789,000 | 0.56% |
| Sunflower Bank, N.A. | 43,751 | $3,727,000 | 0.53% |
| Blue Edge Capital, LLC | 29,522 | $2,514,684,000 | 0.52% |
| Wealth Advisors of Tampa Bay, LLC | 9,810 | $836,000 | 0.46% |
| PATRON PARTNERS, LLC | 6,211 | $529,000 | 0.39% |
| First Bancorp, Inc /ME/ | 4,248 | $361,000 | 0.34% |