ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 67 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,326 | -66.7% | 55 | -72.4% | 0.00% | – |
| Q3 2022 | $13,000 | -38.1% | 199 | -30.4% | 0.00% | – |
| Q2 2022 | $21,000 | -100.0% | 286 | -99.9% | 0.00% | -100.0% |
| Q1 2022 | $48,215,000 | +7.1% | 515,373 | +3.5% | 0.95% | +9.7% |
| Q4 2021 | $45,030,000 | -55.6% | 497,794 | -58.2% | 0.87% | -57.5% |
| Q3 2021 | $101,448,000 | +0.5% | 1,190,990 | +7.3% | 2.05% | -2.2% |
| Q2 2021 | $100,937,000 | +14.7% | 1,110,062 | +9.4% | 2.09% | +4.1% |
| Q1 2021 | $88,030,000 | +12.9% | 1,014,534 | +5.9% | 2.01% | +5.0% |
| Q4 2020 | $77,955,000 | +23.7% | 957,569 | +6.1% | 1.92% | +8.3% |
| Q3 2020 | $63,034,000 | +23.6% | 902,290 | +10.8% | 1.77% | +10.7% |
| Q2 2020 | $51,007,000 | – | 814,694 | – | 1.60% | – |
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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% |