ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $978,000 | -11.6% | 14,417 | -3.7% | 0.08% | -5.7% |
| Q2 2022 | $1,106,000 | -42.9% | 14,976 | -34.1% | 0.09% | -25.0% |
| Q3 2021 | $1,936,000 | -4.7% | 22,725 | +1.8% | 0.12% | -5.7% |
| Q2 2021 | $2,031,000 | +8.3% | 22,332 | +3.3% | 0.12% | -1.6% |
| Q1 2021 | $1,875,000 | +18.2% | 21,614 | +10.9% | 0.12% | +11.6% |
| Q4 2020 | $1,586,000 | +9.3% | 19,486 | -6.2% | 0.11% | -5.9% |
| Q3 2020 | $1,451,000 | – | 20,772 | – | 0.12% | – |
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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% |