ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 69 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $661,000 | +3.8% | 9,772 | +7.5% | 0.08% | +3.8% |
| Q4 2017 | $637,000 | -0.6% | 9,092 | -7.3% | 0.08% | -10.1% |
| Q3 2017 | $641,000 | +12.1% | 9,806 | +2.6% | 0.09% | +4.7% |
| Q2 2017 | $572,000 | +79.3% | 9,555 | +77.1% | 0.08% | +70.0% |
| Q1 2017 | $319,000 | +38.1% | 5,396 | +25.0% | 0.05% | +11.1% |
| Q3 2016 | $231,000 | – | 4,316 | – | 0.04% | – |
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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% |