ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 107 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 5.57 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 ↓ |
|---|---|---|---|
| Cranbrook Wealth Management, LLC | 88,572 | $5,034,000 | 2.95% |
| Destination Wealth Management | 247,462 | $14,066,000 | 1.52% |
| HT Partners LLC | 32,971 | $1,875,000 | 1.02% |
| Edelman Financial Services, LLC | 805,933 | $45,809,000 | 0.71% |
| PICTET BANK & TRUST Ltd | 12,000 | $682,000 | 0.26% |
| First Heartland Consultants, Inc. | 11,185 | $636,000 | 0.24% |
| SCOTIA CAPITAL INC. | 110,229 | $6,266,000 | 0.16% |
| NTV ASSET MANAGEMENT LLC | 9,100 | $517,000 | 0.15% |
| Perigon Wealth Management, LLC | 6,927 | $394,000 | 0.11% |
| SG Americas Securities, LLC | 273,016 | $15,518,000 | 0.09% |