SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 188 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$803,967
-19.5%
18,572
-16.9%
0.02%0.0%
Q2 2023$999,310
-35.7%
22,336
-28.3%
0.02%
-18.2%
Q1 2023$1,553,960
+2.7%
31,148
-2.2%
0.02%
+10.0%
Q4 2022$1,512,672
+114.9%
31,846
+92.5%
0.02%
+100.0%
Q3 2022$704,000
+21.6%
16,544
+59.4%
0.01%
+11.1%
Q2 2022$579,000
-2.2%
10,379
-7.4%
0.01%
+12.5%
Q1 2022$592,000
+28.1%
11,213
+52.1%
0.01%0.0%
Q4 2021$462,000
-56.6%
7,374
-53.3%
0.01%
-42.9%
Q3 2021$1,064,000
-51.9%
15,775
-41.2%
0.01%
-50.0%
Q2 2021$2,211,000
-2.0%
26,822
-2.8%
0.03%
-9.7%
Q1 2021$2,255,000
-49.9%
27,596
-50.3%
0.03%
-53.0%
Q4 2020$4,499,000
+20.1%
55,565
+10.0%
0.07%
+6.5%
Q3 2020$3,745,000
+19.5%
50,499
+5.5%
0.06%
+6.9%
Q2 2020$3,134,000
+52.1%
47,876
+33.0%
0.06%
+16.0%
Q1 2020$2,061,000
+76.8%
35,997
+97.9%
0.05%
+138.1%
Q4 2019$1,166,00018,1900.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 337,410$18,453,00012.22%
Glovista Investments LLC 660,939$36,206,0007.94%
OLD MISSION CAPITAL LLC 2,161,424$110,554,0006.52%
Accuvest Global Advisors 327,420$17,907,0005.94%
Pictet North America Advisors SA 349,432$19,110,0003.18%
FLOW TRADERS U.S. LLC 608,898$33,301,0002.55%
Myriad Asset Management Ltd. 590,835$32,313,0002.26%
Bluefin Trading, LLC 235,791$12,895,0001.39%
Lattice Strategies LLC 28,070$1,535,0001.18%
Intercontinental Wealth Advisors, LLC 32,905$1,800,0001.16%
View complete list of ISHARES TR shareholders