ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 47 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $96,000 | +4.3% | 1,750 | +2.2% | 0.00% | 0.0% |
| Q3 2016 | $92,000 | +21.1% | 1,713 | +11.0% | 0.00% | 0.0% |
| Q2 2016 | $76,000 | +13.4% | 1,543 | +10.2% | 0.00% | 0.0% |
| Q1 2016 | $67,000 | -5.6% | 1,400 | -11.1% | 0.00% | 0.0% |
| Q4 2015 | $71,000 | +86.8% | 1,575 | +81.9% | 0.00% | 0.0% |
| Q3 2015 | $38,000 | -13.6% | 866 | +10.3% | 0.00% | 0.0% |
| Q2 2015 | $44,000 | +51.7% | 785 | +52.7% | 0.00% | +50.0% |
| Q1 2015 | $29,000 | 0.0% | 514 | 0.0% | 0.00% | -33.3% |
| Q4 2014 | $29,000 | +45.0% | 514 | +51.6% | 0.00% | +50.0% |
| Q3 2014 | $20,000 | -9.1% | 339 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $22,000 | -50.0% | 339 | -51.4% | 0.00% | 0.0% |
| Q1 2014 | $44,000 | +18.9% | 698 | +16.5% | 0.00% | -50.0% |
| Q4 2013 | $37,000 | +12.1% | 599 | +9.1% | 0.01% | 0.0% |
| Q3 2013 | $33,000 | +32.0% | 549 | +15.8% | 0.01% | +20.0% |
| Q2 2013 | $25,000 | – | 474 | – | 0.01% | – |
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% |