ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 62 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $261,000 | -3.0% | 3,868 | -9.9% | 0.01% | -13.3% |
| Q3 2019 | $269,000 | -40.4% | 4,295 | -38.0% | 0.02% | -42.3% |
| Q2 2019 | $451,000 | -12.9% | 6,923 | -14.2% | 0.03% | -23.5% |
| Q1 2019 | $518,000 | -29.5% | 8,066 | -26.1% | 0.03% | -39.3% |
| Q3 2018 | $735,000 | -23.8% | 10,918 | -23.9% | 0.06% | -33.3% |
| Q2 2018 | $965,000 | +9.9% | 14,344 | +10.4% | 0.08% | +5.0% |
| Q1 2018 | $878,000 | -5.6% | 12,991 | -2.2% | 0.08% | -4.8% |
| Q4 2017 | $930,000 | -18.3% | 13,277 | -23.7% | 0.08% | -18.4% |
| Q3 2017 | $1,138,000 | +4.1% | 17,405 | -4.7% | 0.10% | -1.0% |
| Q2 2017 | $1,093,000 | -10.3% | 18,262 | -11.2% | 0.10% | -15.4% |
| Q1 2017 | $1,218,000 | -29.4% | 20,571 | -34.6% | 0.12% | -35.3% |
| Q4 2016 | $1,726,000 | +37.7% | 31,470 | +34.3% | 0.19% | +37.7% |
| Q3 2016 | $1,253,000 | -22.4% | 23,432 | -28.8% | 0.14% | -34.6% |
| Q2 2016 | $1,615,000 | -26.6% | 32,925 | -28.9% | 0.21% | -36.4% |
| Q1 2016 | $2,200,000 | -15.1% | 46,316 | -0.9% | 0.33% | +1.8% |
| Q2 2015 | $2,591,000 | +1170.1% | 46,747 | +1202.5% | 0.33% | +951.6% |
| Q1 2015 | $204,000 | – | 3,589 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TEXAS TREASURY SAFEKEEPING TRUST CO | 62,000 | $10,096,000 | 10.87% |
| Cranbrook Wealth Management, LLC | 95,957 | $5,987,000 | 4.20% |
| Destination Wealth Management | 254,942 | $15,906,000 | 1.70% |
| Retirement Planning Group, LLC | 45,703 | $2,851,000 | 0.92% |
| Edelman Financial Services, LLC | 552,823 | $34,491,000 | 0.64% |
| First Heartland Consultants, Inc. | 14,938 | $932,000 | 0.46% |
| Ameritas Investment Partners, Inc. | 90,000 | $5,615,000 | 0.44% |
| PICTET BANK & TRUST Ltd | 12,000 | $748,000 | 0.30% |
| Smith Salley Wealth Management | 5,178 | $323,000 | 0.20% |
| NTV ASSET MANAGEMENT LLC | 9,100 | $567,000 | 0.18% |