ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,319,893 | -14.8% | 16,816 | -19.8% | 0.05% | -35.4% |
| Q2 2022 | $1,549,000 | -30.3% | 20,957 | -11.4% | 0.08% | -15.1% |
| Q1 2022 | $2,223,000 | +95.2% | 23,655 | +87.9% | 0.09% | +89.8% |
| Q4 2021 | $1,139,000 | +9.9% | 12,590 | +3.5% | 0.05% | -5.8% |
| Q3 2021 | $1,036,000 | +10.4% | 12,162 | +17.9% | 0.05% | +10.6% |
| Q2 2021 | $938,000 | +18.4% | 10,312 | +13.0% | 0.05% | 0.0% |
| Q1 2021 | $792,000 | – | 9,128 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |