ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 81 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,925 | -4.1% | 50 | 0.0% | 0.00% | – |
| Q2 2023 | $4,093 | -2.2% | 50 | 0.0% | 0.00% | – |
| Q1 2023 | $4,184 | +6.4% | 50 | 0.0% | 0.00% | – |
| Q4 2022 | $3,933 | +31.1% | 50 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 50 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | +66.7% | 50 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |