ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,075,526 | -7.6% | 39,179 | -3.6% | 0.00% | 0.0% |
| Q2 2023 | $3,328,047 | -5.1% | 40,660 | -3.0% | 0.00% | -33.3% |
| Q1 2023 | $3,507,576 | +9.9% | 41,920 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $3,191,321 | +13.7% | 40,571 | -1.9% | 0.00% | 0.0% |
| Q3 2022 | $2,808,000 | -9.9% | 41,373 | -1.8% | 0.00% | 0.0% |
| Q2 2022 | $3,115,000 | -30.4% | 42,148 | -11.4% | 0.00% | -25.0% |
| Q1 2022 | $4,473,000 | -1.8% | 47,594 | -5.4% | 0.00% | 0.0% |
| Q4 2021 | $4,553,000 | +12.1% | 50,332 | +5.6% | 0.00% | 0.0% |
| Q3 2021 | $4,061,000 | -1.8% | 47,680 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $4,137,000 | +71.7% | 45,501 | +63.9% | 0.00% | +33.3% |
| Q1 2021 | $2,409,000 | +35.3% | 27,765 | +26.9% | 0.00% | +50.0% |
| Q4 2020 | $1,781,000 | +16.7% | 21,871 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $1,526,000 | +27.9% | 21,838 | +14.6% | 0.00% | 0.0% |
| Q2 2020 | $1,193,000 | +7.8% | 19,061 | -14.7% | 0.00% | 0.0% |
| Q1 2020 | $1,107,000 | -29.7% | 22,355 | -4.2% | 0.00% | -33.3% |
| Q4 2019 | $1,575,000 | +15.6% | 23,340 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $1,362,000 | +0.9% | 21,723 | +4.9% | 0.00% | 0.0% |
| Q2 2019 | $1,350,000 | -5.9% | 20,711 | -7.4% | 0.00% | 0.0% |
| Q1 2019 | $1,435,000 | +17.9% | 22,361 | +5.4% | 0.00% | 0.0% |
| Q4 2018 | $1,217,000 | -16.5% | 21,214 | -2.0% | 0.00% | 0.0% |
| Q3 2018 | $1,457,000 | -4.8% | 21,642 | -4.9% | 0.00% | -25.0% |
| Q2 2018 | $1,531,000 | +2.8% | 22,762 | +3.3% | 0.00% | 0.0% |
| Q1 2018 | $1,490,000 | +2.2% | 22,038 | +5.9% | 0.00% | 0.0% |
| Q4 2017 | $1,458,000 | +36.4% | 20,809 | +27.2% | 0.00% | 0.0% |
| Q3 2017 | $1,069,000 | +6.5% | 16,355 | -2.5% | 0.00% | 0.0% |
| Q2 2017 | $1,004,000 | -18.0% | 16,780 | -18.9% | 0.00% | -50.0% |
| Q1 2017 | $1,224,000 | +19.6% | 20,683 | +11.7% | 0.01% | 0.0% |
| Q4 2016 | $1,023,000 | +4.5% | 18,517 | -0.2% | 0.01% | -11.1% |
| Q3 2016 | $979,000 | -3.9% | 18,562 | -11.6% | 0.01% | 0.0% |
| Q2 2016 | $1,019,000 | -46.2% | 20,991 | -48.6% | 0.01% | +80.0% |
| Q1 2016 | $1,895,000 | -3.8% | 40,863 | -8.5% | 0.01% | 0.0% |
| Q4 2015 | $1,970,000 | +42.1% | 44,647 | +51.5% | 0.01% | -37.5% |
| Q3 2015 | $1,386,000 | -26.2% | 29,468 | -14.6% | 0.01% | -20.0% |
| Q2 2015 | $1,878,000 | -13.3% | 34,507 | -9.3% | 0.01% | -9.1% |
| Q1 2015 | $2,167,000 | -2.5% | 38,041 | -4.3% | 0.01% | -8.3% |
| Q4 2014 | $2,223,000 | -10.3% | 39,768 | -5.6% | 0.01% | -20.0% |
| Q3 2014 | $2,477,000 | -15.1% | 42,136 | -6.9% | 0.02% | -11.8% |
| Q2 2014 | $2,919,000 | -8.2% | 45,237 | -11.2% | 0.02% | -15.0% |
| Q1 2014 | $3,179,000 | -3.5% | 50,954 | -3.6% | 0.02% | -4.8% |
| Q4 2013 | $3,294,000 | -0.9% | 52,851 | -4.4% | 0.02% | -4.5% |
| Q3 2013 | $3,323,000 | -11.9% | 55,266 | -22.1% | 0.02% | -18.5% |
| Q2 2013 | $3,771,000 | – | 70,905 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |