ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 68 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $225,000 | -10.0% | 3,435 | -17.0% | 0.02% | 0.0% |
| Q2 2017 | $250,000 | +5.9% | 4,139 | +4.2% | 0.02% | +5.6% |
| Q1 2017 | $236,000 | +7.8% | 3,974 | +8.2% | 0.02% | +5.9% |
| Q4 2016 | $219,000 | -46.6% | 3,674 | -53.7% | 0.02% | -46.9% |
| Q2 2016 | $410,000 | +34.4% | 7,943 | +34.7% | 0.03% | +18.5% |
| Q2 2015 | $305,000 | -18.7% | 5,895 | -5.9% | 0.03% | -18.2% |
| Q1 2015 | $375,000 | -99.9% | 6,264 | -8.8% | 0.03% | +22.2% |
| Q4 2014 | $375,225,000 | +105300.3% | 6,871 | +12.2% | 0.03% | 0.0% |
| Q3 2014 | $356,000 | -12.3% | 6,123 | -2.7% | 0.03% | -15.6% |
| Q2 2014 | $406,000 | +4.1% | 6,293 | +1.9% | 0.03% | -5.9% |
| Q1 2014 | $390,000 | -9.1% | 6,175 | -10.2% | 0.03% | -10.5% |
| Q4 2013 | $429,000 | +31.6% | 6,875 | +26.4% | 0.04% | +18.8% |
| Q3 2013 | $326,000 | – | 5,437 | – | 0.03% | – |
Download | ||||||
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% |