ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 73 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $611,000 | +180.3% | 10,321 | +160.1% | 0.02% | +240.0% |
| Q4 2016 | $218,000 | +7.4% | 3,968 | +4.4% | 0.01% | 0.0% |
| Q3 2016 | $203,000 | -73.0% | 3,799 | -77.5% | 0.01% | -58.3% |
| Q3 2015 | $751,000 | +157.2% | 16,905 | +220.6% | 0.01% | +140.0% |
| Q2 2015 | $292,000 | +35.8% | 5,273 | +37.0% | 0.01% | +25.0% |
| Q4 2014 | $215,000 | -76.2% | 3,849 | -74.5% | 0.00% | -76.5% |
| Q3 2014 | $904,000 | +48.4% | 15,087 | +54.6% | 0.02% | +112.5% |
| Q1 2014 | $609,000 | +54.6% | 9,758 | +48.2% | 0.01% | +60.0% |
| Q3 2013 | $394,000 | – | 6,585 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 63,433 | $4,135,000 | 3.58% |
| Pathway Financial Advisors LLC | 124,503 | $8,115,000 | 2.39% |
| Destination Wealth Management | 100,457 | $6,548,000 | 0.36% |
| Versant Capital Management, Inc | 8,931 | $582,000 | 0.26% |
| WRAPMANAGER INC | 12,232 | $797,000 | 0.26% |
| Morningstar Investment Services LLC | 184,864 | $12,050,000 | 0.20% |
| Cranbrook Wealth Management, LLC | 10,080 | $657,000 | 0.19% |
| Concorde Asset Management, LLC | 4,760 | $310,000 | 0.18% |
| Slow Capital, Inc. | 5,538 | $361,000 | 0.15% |
| NTV ASSET MANAGEMENT LLC | 5,600 | $365,000 | 0.10% |