ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 107 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 5.57 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,917 | -4.1% | 6,343 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $519,175 | -6.9% | 6,343 | -4.8% | 0.12% | -4.0% |
| Q1 2023 | $557,520 | +92820.0% | 6,663 | -12.7% | 0.13% | -3.8% |
| Q4 2022 | $600 | -99.9% | 7,628 | -28.4% | 0.13% | -20.1% |
| Q3 2022 | $723,000 | -37.8% | 10,652 | -32.3% | 0.16% | -28.7% |
| Q2 2022 | $1,162,000 | -66.1% | 15,724 | -56.8% | 0.23% | -50.5% |
| Q1 2022 | $3,425,000 | -2.5% | 36,439 | -6.2% | 0.46% | -1.9% |
| Q4 2021 | $3,513,000 | -5.7% | 38,839 | -11.2% | 0.47% | -9.9% |
| Q3 2021 | $3,727,000 | -10.8% | 43,751 | -4.8% | 0.53% | -18.1% |
| Q2 2021 | $4,179,000 | -0.9% | 45,958 | -5.4% | 0.64% | -7.0% |
| Q1 2021 | $4,217,000 | +5.9% | 48,607 | -0.6% | 0.69% | +0.9% |
| Q4 2020 | $3,981,000 | – | 48,912 | – | 0.68% | – |
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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% |