ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 67 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $205,699 | +2.5% | 2,300 | 0.0% | 0.02% | -5.9% |
| Q4 2023 | $200,692 | +0.4% | 2,300 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $199,897 | -7.5% | 2,300 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $216,000 | +3.8% | 2,300 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $208,000 | -0.5% | 2,300 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $209,000 | -99.9% | 2,300 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $144,003,000 | – | 2,300 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 91,458 | $5,415,000 | 4.23% |
| Cambria Investment Management, L.P. | 57,566 | $3,408,000 | 1.15% |
| Blue Edge Capital, LLC | 29,383 | $1,739,767,000 | 0.87% |
| Cranbrook Wealth Management, LLC | 26,751 | $1,584,000 | 0.74% |
| Pinnacle Family Advisors, LLC | 14,380 | $851,000 | 0.53% |
| WRAPMANAGER INC | 22,869 | $1,354,000 | 0.50% |
| Destination Wealth Management | 100,481 | $5,949,000 | 0.41% |
| Versant Capital Management, Inc | 8,318 | $492,000 | 0.27% |
| XPONANCE, INC. | 16,704 | $989,000 | 0.26% |
| B. Riley Financial, Inc. | 5,448 | $323,000 | 0.16% |