ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $646,233 | +97666.0% | 7,895 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $661 | -2.9% | 7,904 | -8.8% | 0.00% | 0.0% |
| Q4 2022 | $681 | -99.9% | 8,664 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $624,000 | -21.4% | 9,205 | -14.3% | 0.00% | -25.0% |
| Q2 2022 | $794,000 | +78.8% | 10,744 | +127.4% | 0.00% | +100.0% |
| Q1 2022 | $444,000 | -7.3% | 4,725 | -10.9% | 0.00% | 0.0% |
| Q4 2021 | $479,000 | +38.8% | 5,302 | +30.9% | 0.00% | 0.0% |
| Q3 2021 | $345,000 | +52.0% | 4,050 | +62.2% | 0.00% | +100.0% |
| Q2 2021 | $227,000 | +198.7% | 2,497 | +184.1% | 0.00% | 0.0% |
| Q1 2021 | $76,000 | +153.3% | 879 | +137.6% | 0.00% | – |
| Q4 2020 | $30,000 | +500.0% | 370 | +368.4% | 0.00% | – |
| Q3 2020 | $5,000 | -92.2% | 79 | -92.3% | 0.00% | -100.0% |
| Q2 2020 | $64,000 | -1.5% | 1,028 | +6.7% | 0.00% | 0.0% |
| Q4 2019 | $65,000 | +8.3% | 963 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $60,000 | – | 963 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |