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 | $130 | -3.7% | 1,655 | 0.0% | 0.07% | -2.6% |
| Q2 2023 | $135 | +5.5% | 1,655 | +1.6% | 0.08% | -12.6% |
| Q4 2022 | $128 | -99.9% | 1,629 | +1.8% | 0.09% | +4.8% |
| Q3 2022 | $109,000 | -7.6% | 1,600 | 0.0% | 0.08% | +5.1% |
| Q2 2022 | $118,000 | -19.2% | 1,600 | +2.7% | 0.08% | -1.2% |
| Q1 2022 | $146,000 | -0.7% | 1,558 | -4.2% | 0.08% | +2.6% |
| Q4 2021 | $147,000 | – | 1,627 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pathway Financial Advisors LLC | 123,927 | $10,851,000 | 3.87% |
| SINECERA CAPITAL, LLC | 42,911 | $3,844,000 | 3.73% |
| BEAM WEALTH ADVISORS, INC. | 13,487 | $1,220,000 | 1.40% |
| Richard Bernstein Advisors LLC | 497,794 | $45,030,000 | 0.87% |
| Wealth Advisors of Tampa Bay, LLC | 29,240 | $2,645,000 | 0.65% |
| Blue Edge Capital, LLC | 27,960 | $2,529,262,000 | 0.49% |
| Sunflower Bank, N.A. | 38,839 | $3,513,000 | 0.47% |
| Interchange Capital Partners, LLC | 3,835 | $346,000 | 0.35% |
| First Bancorp, Inc /ME/ | 4,248 | $384,000 | 0.34% |
| Ameritas Advisory Services, LLC | 68,604 | $6,206,000 | 0.23% |