ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 86 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - 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 | 37,459 | $2,940,452 | 3.96% |
| Pathway Financial Advisors LLC | 125,747 | $9,870,960 | 3.37% |
| Wealth Advisors of Tampa Bay, LLC | 46,580 | $3,656,468 | 1.01% |
| First Bancorp, Inc /ME/ | 4,614 | $362,193 | 0.32% |
| Ameritas Advisory Services, LLC | 76,437 | $6,000,182 | 0.30% |
| BEAM WEALTH ADVISORS, INC. | 3,904 | $306,478 | 0.22% |
| OVERSEA-CHINESE BANKING Corp Ltd | 46,768 | $3,661,466 | 0.17% |
| Sunflower Bank, N.A. | 6,343 | $497,917 | 0.12% |
| Slow Capital, Inc. | 7,697 | $604,186 | 0.11% |
| Proficio Capital Partners LLC | 10,460 | $821,095 | 0.11% |