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 | $1,286 | -4.0% | 16 | 0.0% | 0.00% | – |
| Q2 2023 | $1,340 | -0.5% | 16 | 0.0% | 0.00% | – |
| Q1 2023 | $1,347 | +6.4% | 16 | 0.0% | 0.00% | – |
| Q4 2022 | $1,266 | +26.6% | 16 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 16 | -67.3% | 0.00% | – |
| Q2 2022 | $4,000 | -42.9% | 49 | -29.0% | 0.00% | – |
| Q1 2022 | $7,000 | +16.7% | 69 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | -50.0% | 69 | -50.0% | 0.00% | – |
| Q3 2021 | $12,000 | -7.7% | 138 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 138 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 138 | -6.8% | 0.00% | – |
| Q4 2020 | $12,000 | +20.0% | 148 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 148 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | – | 148 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SINECERA CAPITAL, LLC | 37,459 | $2,940,452 | 3.96% |
| Pathway Financial Advisors LLC | 125,747 | $9,870,960 | 3.37% |
| Wealth Advisors of Tampa Bay, LLC | 46,580 | $3,656,468 | 1.01% |
| First Bancorp, Inc /ME/ | 4,614 | $362,193 | 0.32% |
| Ameritas Advisory Services, LLC | 76,437 | $6,000,182 | 0.30% |
| BEAM WEALTH ADVISORS, INC. | 3,904 | $306,478 | 0.22% |
| OVERSEA-CHINESE BANKING Corp Ltd | 46,768 | $3,661,466 | 0.17% |
| Sunflower Bank, N.A. | 6,343 | $497,917 | 0.12% |
| Slow Capital, Inc. | 7,697 | $604,186 | 0.11% |
| Proficio Capital Partners LLC | 10,460 | $821,095 | 0.11% |