ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |