ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 1,190,990 | $101,448,000 | 2.05% |
| EWG Elevate Inc. | 45,294 | $3,858,000 | 1.60% |
| Cambria Investment Management, L.P. | 65,320 | $5,564,000 | 1.02% |
| BEAM WEALTH ADVISORS, INC. | 12,278 | $1,046,000 | 0.90% |
| Anfield Capital Management, LLC | 21,002 | $1,789,000 | 0.56% |
| Sunflower Bank, N.A. | 43,751 | $3,727,000 | 0.53% |
| Blue Edge Capital, LLC | 29,522 | $2,514,684,000 | 0.52% |
| Wealth Advisors of Tampa Bay, LLC | 9,810 | $836,000 | 0.46% |
| PATRON PARTNERS, LLC | 6,211 | $529,000 | 0.39% |
| First Bancorp, Inc /ME/ | 4,248 | $361,000 | 0.34% |