ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 57 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $203,000 | -41.3% | 2,898 | -45.2% | 0.04% | -45.5% |
| Q3 2017 | $346,000 | -6.7% | 5,286 | -14.7% | 0.07% | -12.0% |
| Q2 2017 | $371,000 | +1.4% | 6,198 | +0.4% | 0.08% | 0.0% |
| Q1 2017 | $366,000 | +81.2% | 6,174 | +67.6% | 0.08% | +78.6% |
| Q4 2016 | $202,000 | +0.5% | 3,684 | -2.1% | 0.04% | -6.7% |
| Q3 2016 | $201,000 | -16.9% | 3,763 | -13.8% | 0.04% | -27.4% |
| Q2 2015 | $242,000 | -4.3% | 4,366 | -1.8% | 0.06% | -3.1% |
| Q1 2015 | $253,000 | 0.0% | 4,445 | -1.6% | 0.06% | -3.0% |
| Q4 2014 | $253,000 | -17.3% | 4,516 | -11.6% | 0.07% | -18.5% |
| Q3 2014 | $306,000 | -6.4% | 5,106 | +0.8% | 0.08% | -6.9% |
| Q2 2014 | $327,000 | +1.2% | 5,066 | -2.2% | 0.09% | -56.9% |
| Q1 2014 | $323,000 | +0.6% | 5,178 | +0.6% | 0.20% | -3.3% |
| Q4 2013 | $321,000 | +1.9% | 5,145 | -2.2% | 0.21% | -17.7% |
| Q3 2013 | $315,000 | +15.0% | 5,263 | +2.0% | 0.25% | +15.5% |
| Q2 2013 | $274,000 | – | 5,160 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 51,921 | $4,344,460 | 4.66% |
| Pathway Financial Advisors LLC | 123,590 | $10,341,286 | 3.50% |
| BEAM WEALTH ADVISORS, INC. | 16,834 | $1,408,565 | 1.41% |
| Wealth Advisors of Tampa Bay, LLC | 23,292 | $1,948,939 | 1.12% |
| Cambria Investment Management, L.P. | 158,082 | $13,227,353 | 1.09% |
| First Bancorp, Inc /ME/ | 4,614 | $386,072 | 0.33% |
| Ameritas Advisory Services, LLC | 76,343 | $6,408,964 | 0.32% |
| DOHJ, LLC | 5,619 | $470,164 | 0.24% |
| VIAWEALTH, LLC | 2,604 | $217,840 | 0.17% |
| Proficio Capital Partners LLC | 10,460 | $875,230 | 0.14% |