ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 81 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,527 | -20.2% | 383 | -16.0% | 0.01% | -26.7% |
| Q1 2024 | $40,782 | +2.5% | 456 | 0.0% | 0.02% | -16.7% |
| Q4 2023 | $39,789 | +11.2% | 456 | 0.0% | 0.02% | +12.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 51,921 | $4,344,460 | 4.66% |
| Pathway Financial Advisors LLC | 123,590 | $10,341,286 | 3.50% |
| BEAM WEALTH ADVISORS, INC. | 16,834 | $1,408,565 | 1.41% |
| Wealth Advisors of Tampa Bay, LLC | 23,292 | $1,948,939 | 1.12% |
| Cambria Investment Management, L.P. | 158,082 | $13,227,353 | 1.09% |
| First Bancorp, Inc /ME/ | 4,614 | $386,072 | 0.33% |
| Ameritas Advisory Services, LLC | 76,343 | $6,408,964 | 0.32% |
| DOHJ, LLC | 5,619 | $470,164 | 0.24% |
| VIAWEALTH, LLC | 2,604 | $217,840 | 0.17% |
| Proficio Capital Partners LLC | 10,460 | $875,230 | 0.14% |