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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,114,789 | -12.8% | 13,323 | -2.1% | 0.05% | -36.1% |
| Q1 2022 | $1,278,000 | +1.0% | 13,602 | -2.8% | 0.07% | +7.5% |
| Q4 2021 | $1,265,000 | +10.8% | 13,990 | +4.3% | 0.07% | -1.5% |
| Q3 2021 | $1,142,000 | -10.9% | 13,410 | -4.8% | 0.07% | -10.5% |
| Q2 2021 | $1,281,000 | -41.6% | 14,084 | -44.3% | 0.08% | -49.3% |
| Q1 2021 | $2,192,000 | +84.2% | 25,264 | +72.8% | 0.15% | +70.5% |
| Q4 2020 | $1,190,000 | +29.8% | 14,618 | +11.3% | 0.09% | +10.0% |
| Q3 2020 | $917,000 | -0.1% | 13,132 | -10.4% | 0.08% | -11.1% |
| Q2 2020 | $918,000 | -55.1% | 14,658 | -51.6% | 0.09% | -58.7% |
| Q4 2019 | $2,045,000 | – | 30,294 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pathway Financial Advisors LLC | 123,927 | $10,851,000 | 3.87% |
| SINECERA CAPITAL, LLC | 42,911 | $3,844,000 | 3.73% |
| BEAM WEALTH ADVISORS, INC. | 13,487 | $1,220,000 | 1.40% |
| Richard Bernstein Advisors LLC | 497,794 | $45,030,000 | 0.87% |
| Wealth Advisors of Tampa Bay, LLC | 29,240 | $2,645,000 | 0.65% |
| Blue Edge Capital, LLC | 27,960 | $2,529,262,000 | 0.49% |
| Sunflower Bank, N.A. | 38,839 | $3,513,000 | 0.47% |
| Interchange Capital Partners, LLC | 3,835 | $346,000 | 0.35% |
| First Bancorp, Inc /ME/ | 4,248 | $384,000 | 0.34% |
| Ameritas Advisory Services, LLC | 68,604 | $6,206,000 | 0.23% |