ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 58 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $751,395 | -50.3% | 8,847 | -47.7% | 0.00% | -100.0% |
| Q1 2024 | $1,511,505 | +1.8% | 16,900 | -0.6% | 0.00% | 0.0% |
| Q4 2023 | $1,484,203 | +34.8% | 17,009 | +21.3% | 0.00% | 0.0% |
| Q3 2023 | $1,100,934 | +1.8% | 14,024 | +6.1% | 0.00% | 0.0% |
| Q2 2023 | $1,081,966 | -3.7% | 13,218 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $1,123,417 | +97758.6% | 13,426 | -8.0% | 0.00% | 0.0% |
| Q4 2022 | $1,148 | -99.7% | 14,596 | +154.2% | 0.00% | – |
| Q3 2022 | $390,000 | +6.8% | 5,742 | +16.3% | 0.00% | – |
| Q2 2022 | $365,000 | -20.7% | 4,939 | +1.0% | 0.00% | – |
| Q1 2022 | $460,000 | -48.4% | 4,892 | -50.3% | 0.00% | – |
| Q4 2021 | $891,000 | +105.3% | 9,850 | +93.4% | 0.00% | – |
| Q3 2021 | $434,000 | -4.0% | 5,093 | +2.5% | 0.00% | – |
| Q2 2021 | $452,000 | -4.4% | 4,971 | -8.9% | 0.00% | – |
| Q1 2021 | $473,000 | -12.1% | 5,455 | -17.4% | 0.00% | – |
| Q4 2020 | $538,000 | +4.3% | 6,605 | -10.5% | 0.00% | – |
| Q3 2020 | $516,000 | +114.1% | 7,381 | +51.9% | 0.00% | – |
| Q1 2020 | $241,000 | -15.1% | 4,858 | +11.5% | 0.00% | – |
| Q2 2019 | $284,000 | -88.2% | 4,358 | -89.6% | 0.00% | -100.0% |
| Q1 2019 | $2,400,000 | 0.0% | 41,839 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $2,400,000 | +9.0% | 41,839 | +1.1% | 0.00% | -50.0% |
| Q2 2013 | $2,201,000 | – | 41,388 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 51,921 | $4,344,460 | 4.66% |
| Pathway Financial Advisors LLC | 123,590 | $10,341,286 | 3.50% |
| BEAM WEALTH ADVISORS, INC. | 16,834 | $1,408,565 | 1.41% |
| Wealth Advisors of Tampa Bay, LLC | 23,292 | $1,948,939 | 1.12% |
| Cambria Investment Management, L.P. | 158,082 | $13,227,353 | 1.09% |
| First Bancorp, Inc /ME/ | 4,614 | $386,072 | 0.33% |
| Ameritas Advisory Services, LLC | 76,343 | $6,408,964 | 0.32% |
| DOHJ, LLC | 5,619 | $470,164 | 0.24% |
| VIAWEALTH, LLC | 2,604 | $217,840 | 0.17% |
| Proficio Capital Partners LLC | 10,460 | $875,230 | 0.14% |