ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $239,140 | -36.6% | 2,858 | -40.4% | 0.04% | -41.6% |
| Q4 2022 | $377,253 | +14.3% | 4,796 | -1.4% | 0.08% | +10.0% |
| Q3 2022 | $330,000 | -11.3% | 4,864 | -3.6% | 0.07% | -11.4% |
| Q2 2022 | $372,000 | -14.5% | 5,046 | +8.8% | 0.08% | 0.0% |
| Q1 2022 | $435,000 | +33.4% | 4,638 | +28.5% | 0.08% | +21.5% |
| Q4 2021 | $326,000 | – | 3,608 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranbrook Wealth Management, LLC | 88,572 | $5,034,000 | 2.95% |
| Destination Wealth Management | 247,462 | $14,066,000 | 1.52% |
| HT Partners LLC | 32,971 | $1,875,000 | 1.02% |
| Edelman Financial Services, LLC | 805,933 | $45,809,000 | 0.71% |
| PICTET BANK & TRUST Ltd | 12,000 | $682,000 | 0.26% |
| First Heartland Consultants, Inc. | 11,185 | $636,000 | 0.24% |
| SCOTIA CAPITAL INC. | 110,229 | $6,266,000 | 0.16% |
| NTV ASSET MANAGEMENT LLC | 9,100 | $517,000 | 0.15% |
| Perigon Wealth Management, LLC | 6,927 | $394,000 | 0.11% |
| SG Americas Securities, LLC | 273,016 | $15,518,000 | 0.09% |