ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 97 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $674,310 | +12.6% | 8,058 | +5.8% | 0.05% | +4.0% |
| Q4 2022 | $599,030 | +40.3% | 7,615 | +21.2% | 0.05% | +11.1% |
| Q3 2022 | $427,000 | -7.8% | 6,285 | +0.2% | 0.04% | +7.1% |
| Q2 2022 | $463,000 | +5.7% | 6,270 | +34.6% | 0.04% | +16.7% |
| Q1 2022 | $438,000 | -0.9% | 4,657 | -4.8% | 0.04% | +12.5% |
| Q4 2021 | $442,000 | +22.1% | 4,890 | +15.1% | 0.03% | +3.2% |
| Q3 2021 | $362,000 | -4.7% | 4,250 | +1.7% | 0.03% | -8.8% |
| Q2 2021 | $380,000 | – | 4,180 | – | 0.03% | – |
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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% |