ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,991 | -97.3% | 1,898 | -98.0% | 0.00% | -98.0% |
| Q3 2014 | $5,552,000 | -17.4% | 92,699 | -11.0% | 0.05% | -14.0% |
| Q2 2014 | $6,723,000 | -3.9% | 104,193 | -7.1% | 0.06% | +5.6% |
| Q1 2014 | $6,997,000 | -6.5% | 112,154 | -6.5% | 0.05% | -6.9% |
| Q4 2013 | $7,480,000 | +29.9% | 120,006 | +24.7% | 0.06% | +45.0% |
| Q3 2013 | $5,757,000 | +15.1% | 96,201 | +2.3% | 0.04% | -2.4% |
| Q2 2013 | $5,003,000 | – | 94,056 | – | 0.04% | – |
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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% |