ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,879,570 | -3.5% | 23,944 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $1,948,439 | -39.5% | 23,805 | -38.2% | 0.01% | -37.5% |
| Q1 2023 | $3,220,529 | -10.9% | 38,489 | -21.3% | 0.01% | -20.0% |
| Q2 2022 | $3,613,000 | -20.3% | 48,891 | +1.3% | 0.01% | -9.1% |
| Q1 2022 | $4,534,000 | +24.9% | 48,244 | +20.3% | 0.01% | +37.5% |
| Q4 2021 | $3,629,000 | +6.0% | 40,116 | -0.1% | 0.01% | -11.1% |
| Q3 2021 | $3,422,000 | -5.7% | 40,169 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $3,630,000 | +24.8% | 39,925 | +19.1% | 0.01% | +12.5% |
| Q1 2021 | $2,909,000 | +56.2% | 33,523 | +46.6% | 0.01% | +33.3% |
| Q4 2020 | $1,862,000 | +21.5% | 22,874 | +4.3% | 0.01% | +20.0% |
| Q3 2020 | $1,532,000 | – | 21,936 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 37,459 | $2,940,452 | 3.96% |
| Pathway Financial Advisors LLC | 125,747 | $9,870,960 | 3.37% |
| Wealth Advisors of Tampa Bay, LLC | 46,580 | $3,656,468 | 1.01% |
| First Bancorp, Inc /ME/ | 4,614 | $362,193 | 0.32% |
| Ameritas Advisory Services, LLC | 76,437 | $6,000,182 | 0.30% |
| BEAM WEALTH ADVISORS, INC. | 3,904 | $306,478 | 0.22% |
| OVERSEA-CHINESE BANKING Corp Ltd | 46,768 | $3,661,466 | 0.17% |
| Sunflower Bank, N.A. | 6,343 | $497,917 | 0.12% |
| Slow Capital, Inc. | 7,697 | $604,186 | 0.11% |
| Proficio Capital Partners LLC | 10,460 | $821,095 | 0.11% |