ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 1,190,990 | $101,448,000 | 2.05% |
| EWG Elevate Inc. | 45,294 | $3,858,000 | 1.60% |
| Cambria Investment Management, L.P. | 65,320 | $5,564,000 | 1.02% |
| BEAM WEALTH ADVISORS, INC. | 12,278 | $1,046,000 | 0.90% |
| Anfield Capital Management, LLC | 21,002 | $1,789,000 | 0.56% |
| Sunflower Bank, N.A. | 43,751 | $3,727,000 | 0.53% |
| Blue Edge Capital, LLC | 29,522 | $2,514,684,000 | 0.52% |
| Wealth Advisors of Tampa Bay, LLC | 9,810 | $836,000 | 0.46% |
| PATRON PARTNERS, LLC | 6,211 | $529,000 | 0.39% |
| First Bancorp, Inc /ME/ | 4,248 | $361,000 | 0.34% |