ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 54 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8 | -99.9% | 119 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | – | 119 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $8,000 | +14.3% | 125 | +25.0% | 0.00% | – |
| Q3 2017 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | -37.5% | 100 | -20.0% | 0.00% | -100.0% |
| Q1 2016 | $8,000 | +60.0% | 125 | +25.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |