ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,000 | -42.9% | 42 | -60.4% | 0.00% | – |
| Q3 2020 | $7,000 | -56.2% | 106 | -56.6% | 0.00% | – |
| Q3 2018 | $16,000 | -30.4% | 244 | -29.1% | 0.00% | – |
| Q2 2018 | $23,000 | -8.0% | 344 | -7.0% | 0.00% | – |
| Q1 2018 | $25,000 | -3.8% | 370 | 0.0% | 0.00% | – |
| Q4 2017 | $26,000 | +8.3% | 370 | +0.3% | 0.00% | – |
| Q3 2017 | $24,000 | -4.0% | 369 | -11.9% | 0.00% | – |
| Q2 2017 | $25,000 | 0.0% | 419 | +0.5% | 0.00% | – |
| Q1 2017 | $25,000 | +8.7% | 417 | -2.3% | 0.00% | – |
| Q4 2016 | $23,000 | +9.5% | 427 | +7.8% | 0.00% | – |
| Q3 2016 | $21,000 | -4.5% | 396 | -12.2% | 0.00% | – |
| Q2 2016 | $22,000 | +15.8% | 451 | +13.3% | 0.00% | – |
| Q1 2016 | $19,000 | +5.6% | 398 | 0.0% | 0.00% | – |
| Q4 2015 | $18,000 | 0.0% | 398 | +0.8% | 0.00% | – |
| Q3 2015 | $18,000 | -41.9% | 395 | -28.8% | 0.00% | – |
| Q2 2015 | $31,000 | -16.2% | 555 | -14.4% | 0.00% | – |
| Q1 2015 | $37,000 | +2.8% | 648 | +7.3% | 0.00% | – |
| Q3 2014 | $36,000 | -5.3% | 604 | 0.0% | 0.00% | – |
| Q2 2014 | $38,000 | 0.0% | 604 | 0.0% | 0.00% | – |
| Q1 2014 | $38,000 | 0.0% | 604 | 0.0% | 0.00% | – |
| Q4 2013 | $38,000 | -26.9% | 604 | -30.3% | 0.00% | – |
| Q3 2013 | $52,000 | +13.0% | 866 | 0.0% | 0.00% | – |
| Q2 2013 | $46,000 | – | 866 | – | 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% |