ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 65 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,911 | -69.3% | 60 | -74.0% | 0.00% | -83.3% |
| Q1 2020 | $16,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $16,000 | +14.3% | 231 | +0.4% | 0.01% | +20.0% |
| Q3 2019 | $14,000 | -6.7% | 230 | -0.4% | 0.01% | -16.7% |
| Q2 2019 | $15,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 231 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $13,000 | -50.0% | 231 | -39.8% | 0.01% | -45.5% |
| Q3 2018 | $26,000 | -16.1% | 384 | -16.7% | 0.01% | -21.4% |
| Q2 2018 | $31,000 | 0.0% | 461 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $31,000 | -3.1% | 461 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $32,000 | +6.7% | 461 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $30,000 | +7.1% | 461 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $28,000 | +3.7% | 461 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $27,000 | +8.0% | 461 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $25,000 | 0.0% | 461 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $25,000 | +8.7% | 461 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $23,000 | +4.5% | 461 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $22,000 | +4.8% | 461 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $21,000 | +5.0% | 461 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $20,000 | -23.1% | 461 | 0.0% | 0.01% | -25.0% |
| Q2 2015 | $26,000 | 0.0% | 461 | 0.0% | 0.02% | -5.9% |
| Q1 2015 | $26,000 | 0.0% | 461 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $26,000 | -7.1% | 461 | 0.0% | 0.02% | -10.5% |
| Q3 2014 | $28,000 | -6.7% | 461 | 0.0% | 0.02% | -13.6% |
| Q2 2014 | $30,000 | +3.4% | 461 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $29,000 | -48.2% | 461 | -50.0% | 0.02% | +4.8% |
| Q4 2013 | $56,000 | +100.0% | 922 | +100.0% | 0.02% | -8.7% |
| Q3 2013 | $28,000 | +12.0% | 461 | 0.0% | 0.02% | +9.5% |
| Q2 2013 | $25,000 | – | 461 | – | 0.02% | – |
Download | ||||||
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% |