ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 82 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,104 | +5.7% | 484 | +11.3% | 0.00% | – |
| Q1 2024 | $38,904 | +2872.0% | 435 | +2800.0% | 0.00% | – |
| Q4 2023 | $1,309 | -96.2% | 15 | -96.4% | 0.00% | – |
| Q1 2023 | $34,725 | -57.1% | 415 | -62.2% | 0.00% | -100.0% |
| Q2 2022 | $81,000 | -25.7% | 1,098 | -5.6% | 0.00% | 0.0% |
| Q1 2022 | $109,000 | +541.2% | 1,163 | +499.5% | 0.00% | – |
| Q3 2021 | $17,000 | – | 194 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 91,458 | $5,415,000 | 4.23% |
| Cambria Investment Management, L.P. | 57,566 | $3,408,000 | 1.15% |
| Blue Edge Capital, LLC | 29,383 | $1,739,767,000 | 0.87% |
| Cranbrook Wealth Management, LLC | 26,751 | $1,584,000 | 0.74% |
| Pinnacle Family Advisors, LLC | 14,380 | $851,000 | 0.53% |
| WRAPMANAGER INC | 22,869 | $1,354,000 | 0.50% |
| Destination Wealth Management | 100,481 | $5,949,000 | 0.41% |
| Versant Capital Management, Inc | 8,318 | $492,000 | 0.27% |
| XPONANCE, INC. | 16,704 | $989,000 | 0.26% |
| B. Riley Financial, Inc. | 5,448 | $323,000 | 0.16% |