ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 64 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $233,000 | -5.3% | 2,481 | -26.7% | 0.02% | 0.0% |
| Q4 2021 | $246,000 | -16.9% | 3,387 | +4.2% | 0.02% | -25.0% |
| Q2 2021 | $296,000 | -10.8% | 3,251 | -15.0% | 0.02% | -16.7% |
| Q1 2021 | $332,000 | -84.4% | 3,825 | -95.1% | 0.02% | -83.6% |
| Q4 2020 | $2,129,000 | +215.9% | 77,478 | +703.2% | 0.15% | +151.7% |
| Q3 2020 | $674,000 | -58.8% | 9,646 | -61.5% | 0.06% | -62.6% |
| Q2 2020 | $1,637,000 | – | 25,028 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 63,433 | $4,135,000 | 3.58% |
| Pathway Financial Advisors LLC | 124,503 | $8,115,000 | 2.39% |
| Destination Wealth Management | 100,457 | $6,548,000 | 0.36% |
| Versant Capital Management, Inc | 8,931 | $582,000 | 0.26% |
| WRAPMANAGER INC | 12,232 | $797,000 | 0.26% |
| Morningstar Investment Services LLC | 184,864 | $12,050,000 | 0.20% |
| Cranbrook Wealth Management, LLC | 10,080 | $657,000 | 0.19% |
| Concorde Asset Management, LLC | 4,760 | $310,000 | 0.18% |
| Slow Capital, Inc. | 5,538 | $361,000 | 0.15% |
| NTV ASSET MANAGEMENT LLC | 5,600 | $365,000 | 0.10% |