Merriman Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 236 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Merriman Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$848,778
-58.8%
17,869
-28.5%
0.04%
-45.7%
Q4 2021$2,061,0000.0%25,0000.0%0.08%
-54.2%
Q2 2021$2,061,000
-9.1%
25,000
-10.7%
0.18%
-27.2%
Q4 2020$2,268,000
+27.4%
28,000
+16.7%
0.24%
-8.6%
Q3 2020$1,780,000
+47.0%
24,000
+29.7%
0.27%
+38.5%
Q2 2020$1,211,000
+12.4%
18,500
+10.1%
0.19%
-7.7%
Q4 2019$1,077,000
+111.2%
16,800
+84.6%
0.21%
+101.9%
Q3 2019$510,000
-81.6%
9,100
-79.5%
0.10%
-80.4%
Q1 2019$2,772,000
+115.6%
44,400
+136.8%
0.52%
+54.9%
Q1 2018$1,286,000
+47.1%
18,750
+42.7%
0.34%
+59.2%
Q4 2017$874,000
+9.1%
13,140
+3.5%
0.21%
+12.1%
Q3 2017$801,000
+15.3%
12,7000.0%0.19%
-2.1%
Q2 2017$695,000
+62.0%
12,700
+47.7%
0.19%
+86.5%
Q1 2017$429,0008,6000.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 398,000$32,226,0009.48%
Glovista Investments LLC 327,343$26,642,0008.67%
Accuvest Global Advisors 29,433$2,383,0007.24%
Richard Bernstein Advisors LLC 3,456,024$279,835,0006.88%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 893,180$72,325,0004.26%
PROVIDA PENSION FUND ADMINISTRATOR 2,373,374$217,559,0004.06%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,450,000$117,334,0002.89%
B, B, H, & B INC. 38,304$3,101,0002.67%
ACIMA PRIVATE WEALTH, LLC 63,323$5,127,0002.66%
Prism Advisors, Inc. 83,075$6,727,0002.54%
View complete list of ISHARES TR shareholders