ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 123,927 | $10,851,000 | 3.87% |
| SINECERA CAPITAL, LLC | 42,911 | $3,844,000 | 3.73% |
| BEAM WEALTH ADVISORS, INC. | 13,487 | $1,220,000 | 1.40% |
| Richard Bernstein Advisors LLC | 497,794 | $45,030,000 | 0.87% |
| Wealth Advisors of Tampa Bay, LLC | 29,240 | $2,645,000 | 0.65% |
| Blue Edge Capital, LLC | 27,960 | $2,529,262,000 | 0.49% |
| Sunflower Bank, N.A. | 38,839 | $3,513,000 | 0.47% |
| Interchange Capital Partners, LLC | 3,835 | $346,000 | 0.35% |
| First Bancorp, Inc /ME/ | 4,248 | $384,000 | 0.34% |
| Ameritas Advisory Services, LLC | 68,604 | $6,206,000 | 0.23% |