ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 60 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $441,000 | +4.0% | 6,741 | -4.8% | 0.00% | 0.0% |
Q2 2017 | $424,000 | +13.4% | 7,079 | +12.1% | 0.00% | 0.0% |
Q1 2017 | $374,000 | -1.8% | 6,313 | -9.2% | 0.00% | 0.0% |
Q4 2016 | $381,000 | +2.7% | 6,956 | +0.4% | 0.00% | 0.0% |
Q3 2016 | $371,000 | +7.5% | 6,931 | -1.5% | 0.00% | 0.0% |
Q2 2016 | $345,000 | -12.9% | 7,033 | -15.7% | 0.00% | -25.0% |
Q1 2016 | $396,000 | +20.0% | 8,342 | +13.7% | 0.00% | +33.3% |
Q4 2015 | $330,000 | +2.2% | 7,339 | +1.0% | 0.00% | 0.0% |
Q3 2015 | $323,000 | -19.9% | 7,263 | -0.2% | 0.00% | -25.0% |
Q2 2015 | $403,000 | +73.7% | 7,277 | +88.2% | 0.00% | +33.3% |
Q3 2014 | $232,000 | -17.1% | 3,866 | -11.0% | 0.00% | 0.0% |
Q2 2014 | $280,000 | -5.4% | 4,343 | -8.5% | 0.00% | -25.0% |
Q1 2014 | $296,000 | -51.5% | 4,747 | -51.5% | 0.00% | -55.6% |
Q4 2013 | $610,000 | -19.8% | 9,790 | -23.0% | 0.01% | -25.0% |
Q3 2013 | $761,000 | -8.4% | 12,717 | -18.6% | 0.01% | -20.0% |
Q2 2013 | $831,000 | – | 15,629 | – | 0.02% | – |
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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% |