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 | $25,905 | +270.1% | 330 | +230.0% | 0.00% | – |
| Q2 2019 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | -45.5% | 100 | -50.0% | 0.00% | – |
| Q4 2018 | $11,000 | -15.4% | 200 | 0.0% | 0.00% | – |
| Q3 2018 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2018 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | -12.5% | 200 | -11.1% | 0.00% | – |
| Q4 2017 | $16,000 | 0.0% | 225 | -10.0% | 0.00% | – |
| Q3 2017 | $16,000 | +6.7% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $15,000 | -25.0% | 250 | -43.8% | 0.00% | – |
| Q4 2015 | $20,000 | -60.0% | 445 | -44.4% | 0.00% | – |
| Q4 2013 | $50,000 | +4.2% | 800 | 0.0% | 0.00% | – |
| Q3 2013 | $48,000 | +11.6% | 800 | 0.0% | 0.00% | – |
| Q2 2013 | $43,000 | – | 800 | – | 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% |