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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 37,459 | $2,940,452 | 3.96% |
| Pathway Financial Advisors LLC | 125,747 | $9,870,960 | 3.37% |
| Wealth Advisors of Tampa Bay, LLC | 46,580 | $3,656,468 | 1.01% |
| First Bancorp, Inc /ME/ | 4,614 | $362,193 | 0.32% |
| Ameritas Advisory Services, LLC | 76,437 | $6,000,182 | 0.30% |
| BEAM WEALTH ADVISORS, INC. | 3,904 | $306,478 | 0.22% |
| OVERSEA-CHINESE BANKING Corp Ltd | 46,768 | $3,661,466 | 0.17% |
| Sunflower Bank, N.A. | 6,343 | $497,917 | 0.12% |
| Slow Capital, Inc. | 7,697 | $604,186 | 0.11% |
| Proficio Capital Partners LLC | 10,460 | $821,095 | 0.11% |