ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 57 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $549,000 | +2.6% | 10,000 | 0.0% | 0.18% | +4.5% |
| Q3 2016 | $535,000 | +9.2% | 10,000 | 0.0% | 0.18% | -5.9% |
| Q2 2016 | $490,000 | -14.2% | 10,000 | -16.7% | 0.19% | -9.2% |
| Q1 2016 | $571,000 | +5.9% | 12,000 | 0.0% | 0.21% | +9.5% |
| Q4 2015 | $539,000 | +0.7% | 12,000 | 0.0% | 0.19% | -2.1% |
| Q3 2015 | $535,000 | -19.5% | 12,000 | 0.0% | 0.19% | -13.1% |
| Q2 2015 | $665,000 | -2.5% | 12,000 | 0.0% | 0.22% | -14.6% |
| Q1 2015 | $682,000 | +1.8% | 12,000 | 0.0% | 0.26% | +0.8% |
| Q4 2014 | $670,000 | -6.8% | 12,000 | 0.0% | 0.26% | -9.2% |
| Q3 2014 | $719,000 | -7.2% | 12,000 | 0.0% | 0.28% | -6.6% |
| Q2 2014 | $775,000 | +3.6% | 12,000 | 0.0% | 0.30% | -0.3% |
| Q1 2014 | $748,000 | 0.0% | 12,000 | 0.0% | 0.30% | -2.6% |
| Q4 2013 | $748,000 | – | 12,000 | – | 0.31% | – |
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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% |