ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 66 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |