ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,014 | -4.2% | 915 | +2.3% | 0.00% | – |
| Q2 2023 | $73,073 | -2.2% | 894 | 0.0% | 0.00% | – |
| Q1 2023 | $74,725 | +1.6% | 894 | -4.4% | 0.00% | – |
| Q4 2022 | $73,534 | +16.7% | 935 | 0.0% | 0.00% | – |
| Q3 2022 | $63,000 | -11.3% | 935 | -2.8% | 0.00% | – |
| Q2 2022 | $71,000 | -17.4% | 962 | +4.2% | 0.00% | – |
| Q1 2022 | $86,000 | +2.4% | 923 | 0.0% | 0.00% | – |
| Q4 2021 | $84,000 | – | 923 | – | 0.00% | – |
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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% |