ISHARES TR's ticker is MXI and the CUSIP is 464288695.
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 ↓ |
---|---|---|---|
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% |