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 | $87,683 | -10.5% | 1,117 | -6.7% | 0.00% | 0.0% |
| Q2 2023 | $97,974 | -20.7% | 1,197 | -18.9% | 0.00% | 0.0% |
| Q1 2023 | $123,503 | -5.6% | 1,476 | -11.2% | 0.00% | 0.0% |
| Q4 2022 | $130,811 | +15.8% | 1,663 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $113,000 | -25.2% | 1,663 | -18.8% | 0.00% | -50.0% |
| Q2 2022 | $151,000 | -26.7% | 2,048 | -6.7% | 0.00% | 0.0% |
| Q1 2022 | $206,000 | +22.6% | 2,195 | +17.9% | 0.00% | 0.0% |
| Q4 2021 | $168,000 | +1300.0% | 1,861 | +830.5% | 0.00% | – |
| Q1 2013 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2012 | $12,000 | – | 200 | – | 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% |