SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$6,000
-40.0%
59
-45.9%
0.00%
Q4 2021$10,000
-33.3%
109
-37.4%
0.00%
-100.0%
Q3 2021$15,000
-6.2%
1740.0%0.00%0.0%
Q2 2021$16,000
+14.3%
174
+8.8%
0.00%0.0%
Q1 2021$14,000
+40.0%
160
+27.0%
0.00%
Q4 2020$10,000
+11.1%
1260.0%0.00%
Q3 2020$9,000
+12.5%
126
+0.8%
0.00%
Q2 2020$8,000
-60.0%
125
-68.8%
0.00%
-100.0%
Q1 2020$20,000
-25.9%
4010.0%0.00%0.0%
Q4 2019$27,000
+8.0%
4010.0%0.00%0.0%
Q3 2019$25,000
-3.8%
4010.0%0.00%0.0%
Q2 2019$26,0000.0%4010.0%0.00%0.0%
Q1 2019$26,000
+13.0%
4010.0%0.00%0.0%
Q4 2018$23,000
-71.6%
401
-66.6%
0.00%
-75.0%
Q3 2018$81,0001,2020.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pathway Financial Advisors LLC 123,927$10,851,0003.87%
SINECERA CAPITAL, LLC 42,911$3,844,0003.73%
BEAM WEALTH ADVISORS, INC. 13,487$1,220,0001.40%
Richard Bernstein Advisors LLC 497,794$45,030,0000.87%
Wealth Advisors of Tampa Bay, LLC 29,240$2,645,0000.65%
Blue Edge Capital, LLC 27,960$2,529,262,0000.49%
Sunflower Bank, N.A. 38,839$3,513,0000.47%
Interchange Capital Partners, LLC 3,835$346,0000.35%
First Bancorp, Inc /ME/ 4,248$384,0000.34%
Ameritas Advisory Services, LLC 68,604$6,206,0000.23%
View complete list of ISHARES TR shareholders