ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 71 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $337,000 | -30.5% | 4,557 | -11.7% | 0.00% | 0.0% |
| Q1 2022 | $485,000 | +23.1% | 5,159 | +18.5% | 0.00% | 0.0% |
| Q4 2021 | $394,000 | +42.8% | 4,353 | +34.4% | 0.00% | +100.0% |
| Q3 2021 | $276,000 | -90.7% | 3,239 | -90.0% | 0.00% | -92.9% |
| Q2 2021 | $2,955,000 | +186.6% | 32,501 | +156.6% | 0.01% | +133.3% |
| Q4 2020 | $1,031,000 | +167.1% | 12,666 | +121.6% | 0.01% | +100.0% |
| Q4 2019 | $386,000 | +24.5% | 5,715 | +15.6% | 0.00% | 0.0% |
| Q3 2019 | $310,000 | +15.7% | 4,944 | +20.3% | 0.00% | +50.0% |
| Q2 2019 | $268,000 | -7.6% | 4,111 | -8.9% | 0.00% | -33.3% |
| Q1 2019 | $290,000 | +7.8% | 4,515 | -3.6% | 0.00% | 0.0% |
| Q4 2018 | $269,000 | -23.8% | 4,686 | -10.7% | 0.00% | 0.0% |
| Q3 2018 | $353,000 | -46.9% | 5,246 | -46.9% | 0.00% | -57.1% |
| Q2 2018 | $665,000 | +2.5% | 9,888 | +3.0% | 0.01% | 0.0% |
| Q1 2018 | $649,000 | +10.9% | 9,604 | +15.0% | 0.01% | 0.0% |
| Q4 2017 | $585,000 | +144.8% | 8,354 | +128.2% | 0.01% | +133.3% |
| Q3 2017 | $239,000 | -0.8% | 3,661 | -9.0% | 0.00% | -25.0% |
| Q2 2017 | $241,000 | -64.5% | 4,025 | -66.8% | 0.00% | -81.0% |
| Q4 2014 | $678,000 | -13.5% | 12,134 | -7.2% | 0.02% | -8.7% |
| Q3 2014 | $784,000 | -6.2% | 13,082 | +0.9% | 0.02% | -20.7% |
| Q2 2014 | $836,000 | +9.6% | 12,961 | +6.0% | 0.03% | 0.0% |
| Q1 2014 | $763,000 | -3.8% | 12,227 | -3.9% | 0.03% | -9.4% |
| Q4 2013 | $793,000 | +8.0% | 12,723 | +3.8% | 0.03% | 0.0% |
| Q3 2013 | $734,000 | +8.1% | 12,257 | -3.9% | 0.03% | -8.6% |
| Q2 2013 | $679,000 | – | 12,759 | – | 0.04% | – |
Download | ||||||
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% |