ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $219 | +3.8% | 2,672 | +5.7% | 0.00% | – |
| Q1 2023 | $211 | +4.5% | 2,529 | -1.8% | 0.00% | – |
| Q4 2022 | $202 | -99.9% | 2,576 | -39.3% | 0.00% | -100.0% |
| Q2 2022 | $313,000 | -64.1% | 4,241 | -54.2% | 0.00% | -50.0% |
| Q1 2022 | $871,000 | +87.7% | 9,268 | +80.5% | 0.00% | +100.0% |
| Q4 2021 | $464,000 | -7.6% | 5,136 | -13.0% | 0.00% | 0.0% |
| Q3 2021 | $502,000 | -21.1% | 5,903 | -15.6% | 0.00% | -50.0% |
| Q2 2021 | $636,000 | +37.7% | 6,998 | +31.3% | 0.00% | +100.0% |
| Q1 2021 | $462,000 | +81.9% | 5,330 | +70.2% | 0.00% | 0.0% |
| Q4 2020 | $254,000 | -66.5% | 3,131 | -71.2% | 0.00% | -66.7% |
| Q3 2020 | $758,000 | +21.7% | 10,855 | +9.0% | 0.00% | +50.0% |
| Q2 2020 | $623,000 | +109.8% | 9,963 | +125.5% | 0.00% | +100.0% |
| Q3 2018 | $297,000 | -8.3% | 4,418 | -8.2% | 0.00% | -50.0% |
| Q2 2018 | $324,000 | -5.3% | 4,812 | -5.1% | 0.00% | 0.0% |
| Q1 2018 | $342,000 | -88.1% | 5,071 | -87.7% | 0.00% | -87.5% |
| Q4 2017 | $2,882,000 | – | 41,133 | – | 0.02% | – |
Download | ||||||
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% |