Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Richard Bernstein Advisors LLC 1,190,990$101,448,0002.05%
EWG Elevate Inc. 45,294$3,858,0001.60%
Cambria Investment Management, L.P. 65,320$5,564,0001.02%
BEAM WEALTH ADVISORS, INC. 12,278$1,046,0000.90%
Anfield Capital Management, LLC 21,002$1,789,0000.56%
Sunflower Bank, N.A. 43,751$3,727,0000.53%
Blue Edge Capital, LLC 29,522$2,514,684,0000.52%
Wealth Advisors of Tampa Bay, LLC 9,810$836,0000.46%
PATRON PARTNERS, LLC 6,211$529,0000.39%
First Bancorp, Inc /ME/ 4,248$361,0000.34%
View complete list of ISHARES TR shareholders