ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $300,000 | +361.5% | 4,419 | +318.1% | 0.00% | – |
| Q3 2019 | $65,000 | -33.0% | 1,057 | -28.9% | 0.00% | -100.0% |
| Q2 2019 | $97,000 | -57.3% | 1,486 | -57.9% | 0.00% | -50.0% |
| Q1 2019 | $227,000 | +112.1% | 3,530 | +90.7% | 0.00% | +100.0% |
| Q4 2018 | $107,000 | -16.4% | 1,851 | -1.9% | 0.00% | 0.0% |
| Q3 2018 | $128,000 | -13.5% | 1,887 | -14.3% | 0.00% | -50.0% |
| Q2 2018 | $148,000 | 0.0% | 2,201 | +0.6% | 0.00% | 0.0% |
| Q1 2018 | $148,000 | -1.3% | 2,187 | +1.5% | 0.00% | 0.0% |
| Q4 2017 | $150,000 | -24.6% | 2,155 | -29.1% | 0.00% | -33.3% |
| Q3 2017 | $199,000 | -55.8% | 3,041 | -59.6% | 0.00% | -62.5% |
| Q2 2017 | $450,000 | +29.7% | 7,529 | +28.6% | 0.01% | +14.3% |
| Q1 2017 | $347,000 | +35.5% | 5,856 | +25.8% | 0.01% | +16.7% |
| Q4 2016 | $256,000 | +7.1% | 4,655 | +4.5% | 0.01% | 0.0% |
| Q3 2016 | $239,000 | +15.5% | 4,454 | +4.8% | 0.01% | +20.0% |
| Q2 2016 | $207,000 | – | 4,252 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |