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 | $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 ↓ |
|---|---|---|---|
| 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% |