ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 9.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,423,000 | -46.7% | 20,974 | -28.9% | 0.10% | +30.1% |
| Q4 2021 | $2,669,000 | -9.6% | 29,509 | -14.8% | 0.07% | -24.0% |
| Q3 2021 | $2,951,000 | -40.4% | 34,650 | -36.3% | 0.10% | -37.7% |
| Q2 2021 | $4,948,000 | +36.6% | 54,419 | +22.3% | 0.15% | +48.1% |
| Q4 2020 | $3,623,000 | +30.7% | 44,506 | +0.5% | 0.10% | -31.6% |
| Q2 2020 | $2,773,000 | – | 44,298 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 1,190,990 | $101,448,000 | 2.05% |
| EWG Elevate Inc. | 45,294 | $3,858,000 | 1.60% |
| Cambria Investment Management, L.P. | 65,320 | $5,564,000 | 1.02% |
| BEAM WEALTH ADVISORS, INC. | 12,278 | $1,046,000 | 0.90% |
| Anfield Capital Management, LLC | 21,002 | $1,789,000 | 0.56% |
| Sunflower Bank, N.A. | 43,751 | $3,727,000 | 0.53% |
| Blue Edge Capital, LLC | 29,522 | $2,514,684,000 | 0.52% |
| Wealth Advisors of Tampa Bay, LLC | 9,810 | $836,000 | 0.46% |
| PATRON PARTNERS, LLC | 6,211 | $529,000 | 0.39% |
| First Bancorp, Inc /ME/ | 4,248 | $361,000 | 0.34% |