OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 265 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$24,945
-69.9%
500
-68.2%
0.01%
-62.9%
Q1 2022$83,000
+176.7%
1,571
+287.9%
0.04%
+250.0%
Q3 2020$30,000
+11.1%
4050.0%0.01%
+11.1%
Q2 2020$27,000
+17.4%
405
+0.2%
0.01%0.0%
Q1 2020$23,000
-11.5%
4040.0%0.01%
+12.5%
Q4 2019$26,000
+18.2%
404
+1.0%
0.01%
+14.3%
Q3 2019$22,0004000.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
OPSEU Pension Plan Trust Fund 856,621$36,303,59875.73%
Richard Bernstein Advisors LLC 6,625,232$286,806,2936.40%
Glovista Investments LLC 234,816$10,264,4656.09%
OLD MISSION CAPITAL LLC 5,255,014$227,489,5565.05%
SYON CAPITAL LLC 544,736$23,581,6212.94%
Rock Creek Group, LP 522,216$22,607,9672.91%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 553,891$23,975,8011.76%
Upper Left Wealth Management, LLC 38,777$1,678,6571.75%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 185,995$8,051,0051.72%
AM INVESTMENT STRATEGIES LLC 113,000$4,8921.59%
View complete list of ISHARES TR shareholders