ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 62 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46 | -4.2% | 584 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $48 | -2.0% | 584 | 0.0% | 0.03% | -6.1% |
| Q1 2023 | $49 | +6.5% | 584 | 0.0% | 0.03% | +3.1% |
| Q4 2022 | $46 | -99.9% | 584 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $40,000 | -7.0% | 584 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $43,000 | -21.8% | 584 | 0.0% | 0.03% | -11.4% |
| Q1 2022 | $55,000 | -3.5% | 584 | -7.9% | 0.04% | -5.4% |
| Q4 2021 | $57,000 | +5.6% | 634 | 0.0% | 0.04% | -5.1% |
| Q3 2021 | $54,000 | -12.9% | 634 | -7.3% | 0.04% | -9.3% |
| Q2 2021 | $62,000 | +5.1% | 684 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $59,000 | +5.4% | 684 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $56,000 | +16.7% | 684 | 0.0% | 0.04% | +9.8% |
| Q3 2020 | $48,000 | +11.6% | 684 | 0.0% | 0.04% | +13.9% |
| Q2 2020 | $43,000 | +26.5% | 684 | 0.0% | 0.04% | +5.9% |
| Q1 2020 | $34,000 | -26.1% | 684 | 0.0% | 0.03% | -5.6% |
| Q4 2019 | $46,000 | +7.0% | 684 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $43,000 | -4.4% | 684 | 0.0% | 0.04% | -10.3% |
| Q2 2019 | $45,000 | +2.3% | 684 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $44,000 | +12.8% | 684 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $39,000 | -15.2% | 684 | 0.0% | 0.04% | -2.5% |
| Q3 2018 | $46,000 | 0.0% | 684 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $46,000 | -99.9% | 684 | 0.0% | 0.04% | -2.4% |
| Q1 2018 | $46,245,000 | -3.5% | 684 | 0.0% | 0.04% | +5.0% |
| Q4 2017 | $47,931,000 | +7.2% | 684 | 0.0% | 0.04% | +5.3% |
| Q3 2017 | $44,727,000 | +9.3% | 684 | 0.0% | 0.04% | +8.6% |
| Q2 2017 | $40,924,000 | -0.5% | 684 | -8.8% | 0.04% | -7.9% |
| Q4 2016 | $41,123,000 | – | 750 | – | 0.04% | – |
Download | ||||||
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% |