Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
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$1,637,00025,0280.16%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 37,459$2,940,4523.96%
Pathway Financial Advisors LLC 125,747$9,870,9603.37%
Wealth Advisors of Tampa Bay, LLC 46,580$3,656,4681.01%
First Bancorp, Inc /ME/ 4,614$362,1930.32%
Ameritas Advisory Services, LLC 76,437$6,000,1820.30%
BEAM WEALTH ADVISORS, INC. 3,904$306,4780.22%
OVERSEA-CHINESE BANKING Corp Ltd 46,768$3,661,4660.17%
Sunflower Bank, N.A. 6,343$497,9170.12%
Slow Capital, Inc. 7,697$604,1860.11%
Proficio Capital Partners LLC 10,460$821,0950.11%
View complete list of ISHARES TR shareholders