ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 42 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $582,000 | -47.8% | 8,931 | -3.6% | 0.26% | +11.3% |
| Q1 2019 | $1,116,000 | +123.6% | 9,262 | +6.4% | 0.24% | +3.5% |
| Q4 2018 | $499,000 | -13.7% | 8,704 | +1.3% | 0.23% | -2.5% |
| Q3 2018 | $578,000 | +0.2% | 8,590 | 0.0% | 0.24% | -2.9% |
| Q2 2018 | $577,000 | +0.7% | 8,590 | +1.3% | 0.24% | +2.5% |
| Q1 2018 | $573,000 | -3.5% | 8,481 | 0.0% | 0.24% | -1.2% |
| Q4 2017 | $594,000 | +8.0% | 8,481 | +0.7% | 0.24% | -20.0% |
| Q3 2017 | $550,000 | +9.1% | 8,425 | 0.0% | 0.30% | +7.9% |
| Q2 2017 | $504,000 | +2.4% | 8,425 | +1.3% | 0.28% | +2.2% |
| Q1 2017 | $492,000 | +7.9% | 8,318 | 0.0% | 0.27% | +4.6% |
| Q4 2016 | $456,000 | +3.2% | 8,318 | +0.5% | 0.26% | +3.2% |
| Q3 2016 | $442,000 | +8.9% | 8,280 | 0.0% | 0.25% | +5.0% |
| Q2 2016 | $406,000 | +4.4% | 8,280 | +1.0% | 0.24% | +2.1% |
| Q1 2016 | $389,000 | +5.4% | 8,200 | 0.0% | 0.24% | +1.7% |
| Q4 2015 | $369,000 | – | 8,200 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranbrook Wealth Management, LLC | 88,572 | $5,034,000 | 2.95% |
| Destination Wealth Management | 247,462 | $14,066,000 | 1.52% |
| HT Partners LLC | 32,971 | $1,875,000 | 1.02% |
| Edelman Financial Services, LLC | 805,933 | $45,809,000 | 0.71% |
| PICTET BANK & TRUST Ltd | 12,000 | $682,000 | 0.26% |
| First Heartland Consultants, Inc. | 11,185 | $636,000 | 0.24% |
| SCOTIA CAPITAL INC. | 110,229 | $6,266,000 | 0.16% |
| NTV ASSET MANAGEMENT LLC | 9,100 | $517,000 | 0.15% |
| Perigon Wealth Management, LLC | 6,927 | $394,000 | 0.11% |
| SG Americas Securities, LLC | 273,016 | $15,518,000 | 0.09% |