ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 62 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,227,353 | +137.7% | 158,082 | +142.0% | 1.09% | +7.3% |
| Q3 2021 | $5,564,000 | -8.1% | 65,320 | -1.9% | 1.02% | -2.0% |
| Q2 2021 | $6,055,000 | +0.3% | 66,588 | -4.3% | 1.04% | -13.5% |
| Q1 2021 | $6,038,000 | -6.4% | 69,584 | -12.2% | 1.20% | -45.2% |
| Q4 2020 | $6,450,000 | -1.2% | 79,224 | -15.3% | 2.20% | -9.3% |
| Q3 2020 | $6,531,000 | -12.7% | 93,486 | -15.9% | 2.42% | +118.3% |
| Q2 2018 | $7,477,000 | +11.2% | 111,194 | +11.8% | 1.11% | +13.4% |
| Q1 2018 | $6,722,000 | +12.8% | 99,422 | +16.9% | 0.98% | +17.6% |
| Q4 2017 | $5,959,000 | +18.1% | 85,034 | +10.2% | 0.83% | +6.9% |
| Q3 2017 | $5,047,000 | +15.1% | 77,186 | +5.4% | 0.78% | -17.6% |
| Q2 2017 | $4,383,000 | +28.6% | 73,262 | +27.3% | 0.94% | -18.0% |
| Q1 2017 | $3,408,000 | +58.4% | 57,566 | +46.7% | 1.15% | +28.5% |
| Q4 2016 | $2,152,000 | +61.8% | 39,254 | +57.9% | 0.90% | +44.1% |
| Q3 2016 | $1,330,000 | – | 24,863 | – | 0.62% | – |
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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% |