ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 107 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 5.57 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 ↓ |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 1,190,990 | $101,448,000 | 2.05% |
| EWG Elevate Inc. | 45,294 | $3,858,000 | 1.60% |
| Cambria Investment Management, L.P. | 65,320 | $5,564,000 | 1.02% |
| BEAM WEALTH ADVISORS, INC. | 12,278 | $1,046,000 | 0.90% |
| Anfield Capital Management, LLC | 21,002 | $1,789,000 | 0.56% |
| Sunflower Bank, N.A. | 43,751 | $3,727,000 | 0.53% |
| Blue Edge Capital, LLC | 29,522 | $2,514,684,000 | 0.52% |
| Wealth Advisors of Tampa Bay, LLC | 9,810 | $836,000 | 0.46% |
| PATRON PARTNERS, LLC | 6,211 | $529,000 | 0.39% |
| First Bancorp, Inc /ME/ | 4,248 | $361,000 | 0.34% |