ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 109 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 3.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,795 | +123331.0% | 456 | +28.1% | 0.02% | +23.1% |
Q2 2023 | $29 | -3.3% | 356 | 0.0% | 0.01% | -7.1% |
Q1 2023 | $30 | +7.1% | 356 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $28 | -99.9% | 356 | 0.0% | 0.01% | +16.7% |
Q3 2022 | $24,000 | -14.3% | 356 | -5.6% | 0.01% | -14.3% |
Q2 2022 | $28,000 | -20.0% | 377 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $35,000 | +2.9% | 377 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $34,000 | +6.2% | 377 | 0.0% | 0.01% | -7.1% |
Q3 2021 | $32,000 | -5.9% | 377 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $34,000 | +3.0% | 377 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $33,000 | +6.5% | 377 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $31,000 | +6.9% | 377 | 0.0% | 0.02% | +6.7% |
Q3 2020 | $29,000 | +20.8% | 377 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $24,000 | +14.3% | 377 | 0.0% | 0.02% | +7.1% |
Q1 2020 | $21,000 | -16.0% | 377 | 0.0% | 0.01% | -12.5% |
Q4 2019 | $25,000 | +4.2% | 377 | 0.0% | 0.02% | -5.9% |
Q3 2019 | $24,000 | -4.0% | 377 | 0.0% | 0.02% | -5.6% |
Q2 2019 | $25,000 | +4.2% | 377 | 0.0% | 0.02% | -5.3% |
Q1 2019 | $24,000 | 0.0% | 377 | -11.3% | 0.02% | -9.5% |
Q4 2018 | $24,000 | -27.3% | 425 | -24.8% | 0.02% | -8.7% |
Q3 2018 | $33,000 | -15.4% | 565 | 0.0% | 0.02% | -8.0% |
Q2 2018 | $39,000 | -7.1% | 565 | -8.9% | 0.02% | -13.8% |
Q1 2018 | $42,000 | -2.3% | 620 | 0.0% | 0.03% | -14.7% |
Q4 2017 | $43,000 | – | 620 | – | 0.03% | – |
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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% |