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 | $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 ↓ |
|---|---|---|---|
| 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% |