ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 58 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,853 | -12.8% | 189 | -9.1% | 0.00% | – |
| Q2 2023 | $17,043 | -5.9% | 208 | -3.7% | 0.00% | – |
| Q1 2023 | $18,112 | +123.1% | 216 | +109.7% | 0.00% | – |
| Q4 2022 | $8,120 | +1.5% | 103 | -12.7% | 0.00% | – |
| Q3 2022 | $8,000 | -75.8% | 118 | -73.3% | 0.00% | – |
| Q2 2022 | $33,000 | -23.3% | 442 | -1.8% | 0.00% | – |
| Q1 2022 | $43,000 | +4.9% | 450 | -0.9% | 0.00% | – |
| Q4 2021 | $41,000 | 0.0% | 454 | -6.8% | 0.00% | – |
| Q3 2021 | $41,000 | +2.5% | 487 | +9.7% | 0.00% | – |
| Q2 2021 | $40,000 | +90.5% | 444 | +83.5% | 0.00% | – |
| Q1 2021 | $21,000 | +40.0% | 242 | +5.7% | 0.00% | – |
| Q4 2019 | $15,000 | 0.0% | 229 | -2.1% | 0.00% | – |
| Q3 2019 | $15,000 | +7.1% | 234 | +10.9% | 0.00% | – |
| Q2 2019 | $14,000 | +27.3% | 211 | +25.6% | 0.00% | – |
| Q1 2019 | $11,000 | – | 168 | +16700.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -96.9% | 0.00% | – |
| Q3 2018 | $2,000 | – | 32 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 63,433 | $4,135,000 | 3.58% |
| Pathway Financial Advisors LLC | 124,503 | $8,115,000 | 2.39% |
| Destination Wealth Management | 100,457 | $6,548,000 | 0.36% |
| Versant Capital Management, Inc | 8,931 | $582,000 | 0.26% |
| WRAPMANAGER INC | 12,232 | $797,000 | 0.26% |
| Morningstar Investment Services LLC | 184,864 | $12,050,000 | 0.20% |
| Cranbrook Wealth Management, LLC | 10,080 | $657,000 | 0.19% |
| Concorde Asset Management, LLC | 4,760 | $310,000 | 0.18% |
| Slow Capital, Inc. | 5,538 | $361,000 | 0.15% |
| NTV ASSET MANAGEMENT LLC | 5,600 | $365,000 | 0.10% |