ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 8 filers reported holding ISHARES TR in Q1 2013. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2013 | $213,000 | -77.6% | 4,000 | -75.0% | 0.00% | -66.7% |
| Q1 2013 | $952,000 | -77.6% | 16,000 | -76.6% | 0.00% | -81.2% |
| Q4 2012 | $4,258,000 | +4.0% | 68,300 | -1.0% | 0.02% | 0.0% |
| Q3 2012 | $4,094,000 | +6.4% | 68,975 | 0.0% | 0.02% | -5.9% |
| Q2 2012 | $3,848,000 | +259.6% | 68,975 | +306.3% | 0.02% | +240.0% |
| Q1 2012 | $1,070,000 | – | 16,975 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 63,433 | $4,135,000 | 3.58% |
| Pathway Financial Advisors LLC | 124,503 | $8,115,000 | 2.39% |
| Destination Wealth Management | 100,457 | $6,548,000 | 0.36% |
| Versant Capital Management, Inc | 8,931 | $582,000 | 0.26% |
| WRAPMANAGER INC | 12,232 | $797,000 | 0.26% |
| Morningstar Investment Services LLC | 184,864 | $12,050,000 | 0.20% |
| Cranbrook Wealth Management, LLC | 10,080 | $657,000 | 0.19% |
| Concorde Asset Management, LLC | 4,760 | $310,000 | 0.18% |
| Slow Capital, Inc. | 5,538 | $361,000 | 0.15% |
| NTV ASSET MANAGEMENT LLC | 5,600 | $365,000 | 0.10% |