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 ↓ |
|---|---|---|---|
| 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% |