ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $310 | -99.9% | 3,938 | -0.2% | 0.02% | +14.3% |
| Q3 2022 | $268,000 | -84.5% | 3,946 | -78.6% | 0.01% | -76.7% |
| Q1 2022 | $1,733,000 | +75.2% | 18,438 | +58.9% | 0.06% | +50.0% |
| Q3 2021 | $989,000 | +69.6% | 11,606 | +81.1% | 0.04% | +37.9% |
| Q2 2021 | $583,000 | +36.5% | 6,408 | +30.2% | 0.03% | +26.1% |
| Q1 2021 | $427,000 | +41.4% | 4,922 | +32.7% | 0.02% | +9.5% |
| Q4 2020 | $302,000 | -62.3% | 3,708 | -71.0% | 0.02% | -66.7% |
| Q2 2020 | $801,000 | – | 12,800 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 37,459 | $2,940,452 | 3.96% |
| Pathway Financial Advisors LLC | 125,747 | $9,870,960 | 3.37% |
| Wealth Advisors of Tampa Bay, LLC | 46,580 | $3,656,468 | 1.01% |
| First Bancorp, Inc /ME/ | 4,614 | $362,193 | 0.32% |
| Ameritas Advisory Services, LLC | 76,437 | $6,000,182 | 0.30% |
| BEAM WEALTH ADVISORS, INC. | 3,904 | $306,478 | 0.22% |
| OVERSEA-CHINESE BANKING Corp Ltd | 46,768 | $3,661,466 | 0.17% |
| Sunflower Bank, N.A. | 6,343 | $497,917 | 0.12% |
| Slow Capital, Inc. | 7,697 | $604,186 | 0.11% |
| Proficio Capital Partners LLC | 10,460 | $821,095 | 0.11% |