ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 97 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
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% |