ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 68 filers reported holding ISHARES TR in Q3 2014. 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 | 91,458 | $5,415,000 | 4.23% |
| Cambria Investment Management, L.P. | 57,566 | $3,408,000 | 1.15% |
| Blue Edge Capital, LLC | 29,383 | $1,739,767,000 | 0.87% |
| Cranbrook Wealth Management, LLC | 26,751 | $1,584,000 | 0.74% |
| Pinnacle Family Advisors, LLC | 14,380 | $851,000 | 0.53% |
| WRAPMANAGER INC | 22,869 | $1,354,000 | 0.50% |
| Destination Wealth Management | 100,481 | $5,949,000 | 0.41% |
| Versant Capital Management, Inc | 8,318 | $492,000 | 0.27% |
| XPONANCE, INC. | 16,704 | $989,000 | 0.26% |
| B. Riley Financial, Inc. | 5,448 | $323,000 | 0.16% |