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 ↓ |
|---|---|---|---|
| Pathway Financial Advisors LLC | 111,487 | $7,812,000 | 4.51% |
| Newfound Research LLC | 82,720 | $5,797,000 | 3.08% |
| Cambria Investment Management, L.P. | 85,034 | $5,959,000 | 0.83% |
| Cranbrook Wealth Management, LLC | 19,230 | $1,348,000 | 0.53% |
| NN Investment Partners Holdings N.V. | 1,004,365 | $70,381,000 | 0.50% |
| Pinnacle Family Advisors, LLC | 15,320 | $1,074,000 | 0.50% |
| Destination Wealth Management | 100,894 | $7,070,000 | 0.43% |
| WRAPMANAGER INC | 17,559 | $1,230,000 | 0.41% |
| CENTAURUS FINANCIAL, INC. | 17,490 | $1,226,000 | 0.32% |
| Versant Capital Management, Inc | 8,481 | $594,000 | 0.24% |