ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 9.30 and the average weighting 0.2%.
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% | – |
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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% |