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 2020 | $702,000 | -29.2% | 14,175 | -3.5% | 0.06% | -18.2% |
| Q4 2019 | $991,000 | +3.6% | 14,685 | -3.8% | 0.08% | -1.3% |
| Q3 2019 | $957,000 | -5.8% | 15,264 | -2.1% | 0.08% | -15.2% |
| Q2 2019 | $1,016,000 | -2.1% | 15,588 | -3.7% | 0.09% | -5.2% |
| Q1 2019 | $1,038,000 | +18.9% | 16,183 | +6.3% | 0.10% | +5.4% |
| Q4 2018 | $873,000 | -15.4% | 15,221 | -0.7% | 0.09% | -14.8% |
| Q3 2018 | $1,032,000 | -1.4% | 15,325 | -1.5% | 0.11% | -12.2% |
| Q2 2018 | $1,047,000 | +7.6% | 15,565 | +8.1% | 0.12% | -4.7% |
| Q1 2018 | $973,000 | +1.4% | 14,395 | +5.1% | 0.13% | 0.0% |
| Q4 2017 | $960,000 | +10.9% | 13,693 | +3.4% | 0.13% | 0.0% |
| Q3 2017 | $866,000 | – | 13,246 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranbrook Wealth Management, LLC | 88,572 | $5,034,000 | 2.95% |
| Destination Wealth Management | 247,462 | $14,066,000 | 1.52% |
| HT Partners LLC | 32,971 | $1,875,000 | 1.02% |
| Edelman Financial Services, LLC | 805,933 | $45,809,000 | 0.71% |
| PICTET BANK & TRUST Ltd | 12,000 | $682,000 | 0.26% |
| First Heartland Consultants, Inc. | 11,185 | $636,000 | 0.24% |
| SCOTIA CAPITAL INC. | 110,229 | $6,266,000 | 0.16% |
| NTV ASSET MANAGEMENT LLC | 9,100 | $517,000 | 0.15% |
| Perigon Wealth Management, LLC | 6,927 | $394,000 | 0.11% |
| SG Americas Securities, LLC | 273,016 | $15,518,000 | 0.09% |