ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 97 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,710 | -4.1% | 60 | 0.0% | 0.00% | – |
| Q2 2023 | $4,911 | -2.2% | 60 | 0.0% | 0.00% | – |
| Q1 2023 | $5,020 | +6.4% | 60 | 0.0% | 0.00% | – |
| Q4 2022 | $4,720 | +18.0% | 60 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 60 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | -83.3% | 60 | -82.2% | 0.00% | -100.0% |
| Q2 2021 | $30,000 | +172.7% | 337 | +68.5% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | – | 200 | – | 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% |