ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 67 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 52,397 | $4,924,000 | 4.93% |
| Pathway Financial Advisors LLC | 124,160 | $11,669,000 | 4.37% |
| BEAM WEALTH ADVISORS, INC. | 14,333 | $1,347,000 | 1.55% |
| Wealth Advisors of Tampa Bay, LLC | 42,570 | $4,000,000 | 1.08% |
| Richard Bernstein Advisors LLC | 515,373 | $48,215,000 | 0.95% |
| Blue Edge Capital, LLC | 28,465 | $2,675,141,000 | 0.54% |
| First Heartland Consultants, Inc. | 34,014 | $3,196,000 | 0.50% |
| Sunflower Bank, N.A. | 36,439 | $3,425,000 | 0.46% |
| Interchange Capital Partners, LLC | 4,441 | $417,000 | 0.43% |
| First Bancorp, Inc /ME/ | 4,248 | $399,000 | 0.36% |