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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $85,000 | -6.6% | 0 | – | 0.04% | +21.2% |
| Q2 2021 | $91,000 | +264.0% | 0 | – | 0.03% | +3200.0% |
| Q1 2021 | $25,000 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $549,000 | +719.4% | 11 | -85.1% | 0.00% | -95.7% |
| Q4 2019 | $67,000 | +1240.0% | 74 | -7.5% | 0.05% | +1050.0% |
| Q3 2019 | $5,000 | 0.0% | 80 | +6.7% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | -28.6% | 75 | -33.6% | 0.00% | -33.3% |
| Q1 2019 | $7,000 | +16.7% | 113 | +7.6% | 0.01% | 0.0% |
| Q3 2018 | $6,000 | -25.0% | 105 | -9.5% | 0.01% | -25.0% |
| Q2 2018 | $8,000 | +33.3% | 116 | +31.8% | 0.01% | +33.3% |
| Q1 2018 | $6,000 | – | 88 | – | 0.01% | – |
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% |