ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 109 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,564 | -20.8% | 2,644 | -17.4% | 0.00% | – |
| Q2 2023 | $262,080 | +15.2% | 3,202 | +17.8% | 0.00% | – |
| Q1 2023 | $227,445 | -37.7% | 2,718 | -41.4% | 0.00% | – |
| Q4 2022 | $365,000 | -93.0% | 4,640 | -91.6% | 0.00% | -100.0% |
| Q1 2022 | $5,205,000 | +4.6% | 55,262 | +8.4% | 0.00% | +100.0% |
| Q4 2021 | $4,978,000 | -24.7% | 50,973 | -34.3% | 0.00% | -50.0% |
| Q3 2021 | $6,610,000 | +13.5% | 77,596 | +21.0% | 0.00% | 0.0% |
| Q2 2021 | $5,825,000 | +91.7% | 64,147 | +83.1% | 0.00% | +100.0% |
| Q1 2021 | $3,039,000 | +1227.1% | 35,037 | +1149.5% | 0.00% | – |
| Q4 2020 | $229,000 | -25.4% | 2,804 | -38.6% | 0.00% | – |
| Q2 2018 | $307,000 | +35.8% | 4,567 | +36.8% | 0.00% | – |
| Q1 2018 | $226,000 | +10.2% | 3,339 | +13.8% | 0.00% | – |
| Q4 2017 | $205,000 | -71.8% | 2,933 | -75.9% | 0.00% | – |
| Q2 2017 | $728,000 | +1867.6% | 12,167 | +1859.3% | 0.00% | – |
| Q3 2014 | $37,000 | +68.2% | 621 | +79.0% | 0.00% | – |
| Q2 2014 | $22,000 | -18.5% | 347 | -19.5% | 0.00% | – |
| Q1 2014 | $27,000 | -44.9% | 431 | -44.9% | 0.00% | – |
| Q4 2013 | $49,000 | +600.0% | 782 | +610.9% | 0.00% | – |
| Q3 2013 | $7,000 | +16.7% | 110 | 0.0% | 0.00% | – |
| Q2 2013 | $6,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |