ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $158 | -99.9% | 2,019 | +19.2% | 0.00% | 0.0% |
| Q3 2022 | $114,000 | +35.7% | 1,694 | +47.6% | 0.00% | +50.0% |
| Q2 2022 | $84,000 | -44.7% | 1,148 | -29.1% | 0.00% | -50.0% |
| Q1 2022 | $152,000 | +26.7% | 1,620 | +21.3% | 0.00% | +33.3% |
| Q4 2021 | $120,000 | +66.7% | 1,336 | +57.2% | 0.00% | +200.0% |
| Q3 2021 | $72,000 | – | 850 | – | 0.00% | – |
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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% |