ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 107 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 5.57 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,265,199 | +704.6% | 27,675 | +673.3% | 0.00% | – |
| Q4 2022 | $281,524 | -92.1% | 3,579 | -92.6% | 0.00% | -100.0% |
| Q2 2022 | $3,581,000 | +4.1% | 48,464 | +27.5% | 0.00% | 0.0% |
| Q4 2021 | $3,439,000 | -26.5% | 38,016 | -30.8% | 0.00% | 0.0% |
| Q3 2021 | $4,680,000 | -66.2% | 54,945 | -63.9% | 0.00% | -66.7% |
| Q2 2021 | $13,844,000 | +908.3% | 152,245 | +594.2% | 0.00% | – |
| Q2 2020 | $1,373,000 | -57.7% | 21,932 | -66.6% | 0.00% | -100.0% |
| Q1 2020 | $3,248,000 | +72.6% | 65,575 | +118.5% | 0.00% | 0.0% |
| Q3 2019 | $1,882,000 | -14.1% | 30,009 | -10.7% | 0.00% | 0.0% |
| Q2 2019 | $2,190,000 | +159.5% | 33,603 | +155.4% | 0.00% | – |
| Q1 2019 | $844,000 | +45.5% | 13,155 | +52.4% | 0.00% | – |
| Q2 2018 | $580,000 | -18.8% | 8,632 | -18.3% | 0.00% | – |
| Q1 2018 | $714,000 | +23.7% | 10,564 | +9.5% | 0.00% | – |
| Q2 2017 | $577,000 | -19.9% | 9,647 | -20.7% | 0.00% | -100.0% |
| Q1 2017 | $720,000 | -84.3% | 12,168 | -85.5% | 0.00% | -80.0% |
| Q4 2016 | $4,597,000 | +728.3% | 83,843 | +708.0% | 0.01% | +400.0% |
| Q3 2016 | $555,000 | +45.7% | 10,377 | +33.6% | 0.00% | – |
| Q2 2016 | $381,000 | -17.2% | 7,770 | -23.9% | 0.00% | -100.0% |
| Q4 2015 | $460,000 | -40.0% | 10,215 | -26.2% | 0.00% | 0.0% |
| Q2 2015 | $767,000 | – | 13,843 | – | 0.00% | – |
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% |