ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 69 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268 | -22.5% | 3,414 | -19.2% | 0.00% | -50.0% |
| Q2 2023 | $346 | -19.5% | 4,224 | -17.8% | 0.00% | -33.3% |
| Q1 2023 | $430 | +2.4% | 5,136 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $420 | -99.9% | 5,337 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $373,000 | +21.1% | 5,503 | +32.0% | 0.00% | +50.0% |
| Q2 2022 | $308,000 | -38.8% | 4,168 | -22.2% | 0.00% | -50.0% |
| Q1 2022 | $503,000 | +30.0% | 5,354 | +25.3% | 0.00% | +33.3% |
| Q4 2021 | $387,000 | -13.8% | 4,274 | -18.9% | 0.00% | -25.0% |
| Q3 2021 | $449,000 | +65.7% | 5,271 | +76.9% | 0.00% | +100.0% |
| Q2 2021 | $271,000 | +28.4% | 2,980 | +22.5% | 0.00% | 0.0% |
| Q1 2021 | $211,000 | -73.7% | 2,433 | -79.5% | 0.00% | -88.2% |
| Q1 2018 | $803,000 | -9.4% | 11,878 | -6.1% | 0.02% | 0.0% |
| Q4 2017 | $886,000 | – | 12,648 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pathway Financial Advisors LLC | 123,927 | $10,851,000 | 3.87% |
| SINECERA CAPITAL, LLC | 42,911 | $3,844,000 | 3.73% |
| BEAM WEALTH ADVISORS, INC. | 13,487 | $1,220,000 | 1.40% |
| Richard Bernstein Advisors LLC | 497,794 | $45,030,000 | 0.87% |
| Wealth Advisors of Tampa Bay, LLC | 29,240 | $2,645,000 | 0.65% |
| Blue Edge Capital, LLC | 27,960 | $2,529,262,000 | 0.49% |
| Sunflower Bank, N.A. | 38,839 | $3,513,000 | 0.47% |
| Interchange Capital Partners, LLC | 3,835 | $346,000 | 0.35% |
| First Bancorp, Inc /ME/ | 4,248 | $384,000 | 0.34% |
| Ameritas Advisory Services, LLC | 68,604 | $6,206,000 | 0.23% |