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 | $2,033,716 | +7672.1% | 24,812 | +7776.8% | 0.00% | – |
| Q2 2023 | $26,167 | -84.3% | 315 | -84.1% | 0.00% | – |
| Q4 2022 | $166,670 | +363.0% | 1,987 | +309.7% | 0.00% | – |
| Q3 2022 | $36,000 | -29.4% | 485 | -26.5% | 0.00% | – |
| Q2 2022 | $51,000 | -15.0% | 660 | +3.9% | 0.00% | – |
| Q1 2022 | $60,000 | +87.5% | 635 | +83.5% | 0.00% | – |
| Q4 2021 | $32,000 | -94.6% | 346 | -94.8% | 0.00% | – |
| Q3 2021 | $589,000 | +14625.0% | 6,600 | +14566.7% | 0.00% | – |
| Q2 2021 | $4,000 | -80.0% | 45 | -85.2% | 0.00% | – |
| Q3 2018 | $20,000 | – | 304 | +5980.0% | 0.00% | – |
| Q3 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 5 | -98.8% | 0.00% | – |
| Q1 2017 | $25,000 | -53.7% | 420 | -57.1% | 0.00% | – |
| Q4 2016 | $54,000 | +350.0% | 978 | +249.3% | 0.00% | – |
| Q3 2015 | $12,000 | -52.0% | 280 | -35.6% | 0.00% | – |
| Q2 2015 | $25,000 | +56.2% | 435 | +55.4% | 0.00% | – |
| Q1 2015 | $16,000 | 0.0% | 280 | 0.0% | 0.00% | – |
| Q4 2014 | $16,000 | -5.9% | 280 | 0.0% | 0.00% | – |
| Q3 2014 | $17,000 | -5.6% | 280 | 0.0% | 0.00% | – |
| Q2 2014 | $18,000 | -73.1% | 280 | -74.1% | 0.00% | – |
| Q1 2014 | $67,000 | 0.0% | 1,080 | 0.0% | 0.00% | – |
| Q4 2013 | $67,000 | -33.7% | 1,080 | -35.7% | 0.00% | – |
| Q3 2013 | $101,000 | -33.1% | 1,680 | -40.9% | 0.00% | – |
| Q2 2013 | $151,000 | – | 2,841 | – | 0.00% | – |
Download | ||||||
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% |