IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 109 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$8
-99.9%
1190.0%0.00%
Q3 2022$8,0000.0%1190.0%0.00%
Q2 2022$8,0000.0%1190.0%0.00%
Q1 2022$8,0001190.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
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%
1000.0%0.00%
Q2 2017$6,0000.0%1000.0%0.00%
Q1 2017$6,000
+20.0%
1000.0%0.00%
Q4 2016$5,0000.0%1000.0%0.00%
Q3 2016$5,0000.0%1000.0%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$5,0001000.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 52,397$4,924,0004.93%
Pathway Financial Advisors LLC 124,160$11,669,0004.37%
BEAM WEALTH ADVISORS, INC. 14,333$1,347,0001.55%
Wealth Advisors of Tampa Bay, LLC 42,570$4,000,0001.08%
Richard Bernstein Advisors LLC 515,373$48,215,0000.95%
Blue Edge Capital, LLC 28,465$2,675,141,0000.54%
First Heartland Consultants, Inc. 34,014$3,196,0000.50%
Sunflower Bank, N.A. 36,439$3,425,0000.46%
Interchange Capital Partners, LLC 4,441$417,0000.43%
First Bancorp, Inc /ME/ 4,248$399,0000.36%
View complete list of ISHARES TR shareholders