ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,638 | -3.7% | 480 | -2.0% | 0.01% | -28.6% |
| Q1 2023 | $41,155 | -81.1% | 490 | -80.7% | 0.01% | -53.3% |
| Q3 2021 | $218,000 | -34.1% | 2,544 | -30.0% | 0.03% | -9.1% |
| Q2 2021 | $331,000 | -2.6% | 3,635 | -11.9% | 0.03% | -47.6% |
| Q4 2020 | $340,000 | +183.3% | 4,128 | +132.2% | 0.06% | +12.5% |
| Q1 2018 | $120,000 | -31.0% | 1,778 | -28.5% | 0.06% | -24.3% |
| Q4 2017 | $174,000 | +728.6% | 2,487 | +604.5% | 0.07% | +572.7% |
| Q1 2017 | $21,000 | -90.3% | 353 | -91.3% | 0.01% | -89.1% |
| Q3 2016 | $217,000 | +703.7% | 4,055 | +725.9% | 0.10% | +573.3% |
| Q2 2015 | $27,000 | -99.9% | 491 | -18.7% | 0.02% | -16.7% |
| Q1 2015 | $34,331,000 | -67.5% | 604 | -63.1% | 0.02% | -66.0% |
| Q2 2014 | $105,619,000 | -48.0% | 1,637 | -49.7% | 0.05% | -43.0% |
| Q1 2014 | $203,141,000 | – | 3,256 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pathway Financial Advisors LLC | 123,927 | $10,851,000 | 3.87% |
| SINECERA CAPITAL, LLC | 42,911 | $3,844,000 | 3.73% |
| BEAM WEALTH ADVISORS, INC. | 13,487 | $1,220,000 | 1.40% |
| Richard Bernstein Advisors LLC | 497,794 | $45,030,000 | 0.87% |
| Wealth Advisors of Tampa Bay, LLC | 29,240 | $2,645,000 | 0.65% |
| Blue Edge Capital, LLC | 27,960 | $2,529,262,000 | 0.49% |
| Sunflower Bank, N.A. | 38,839 | $3,513,000 | 0.47% |
| Interchange Capital Partners, LLC | 3,835 | $346,000 | 0.35% |
| First Bancorp, Inc /ME/ | 4,248 | $384,000 | 0.34% |
| Ameritas Advisory Services, LLC | 68,604 | $6,206,000 | 0.23% |