ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 107 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 5.57 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 | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |