ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |