BigSur Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 273 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.6%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,230,302
-3.2%
28,4200.0%0.62%
+2.0%
Q2 2023$1,271,511
-18.9%
28,420
-9.5%
0.61%
-17.3%
Q1 2023$1,567,544
+5.0%
31,4200.0%0.74%
+2.2%
Q4 2022$1,492,450
+11.6%
31,4200.0%0.72%
+6.4%
Q3 2022$1,337,000
-32.4%
31,420
-11.3%
0.68%
-27.4%
Q2 2022$1,977,000
+5.6%
35,4200.0%0.93%
+27.5%
Q1 2022$1,873,000
-15.7%
35,4200.0%0.73%
-16.1%
Q4 2021$2,223,000
+142.2%
35,420
+160.4%
0.87%
+111.2%
Q3 2021$918,000
+463.2%
13,600
+580.0%
0.41%
+390.5%
Q1 2021$163,0002,0000.08%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Glovista Investments LLC 505,712$21,627,00011.32%
BSN Capital Partners Ltd 1,000,000$44,660,00010.44%
Rock Creek Group, LP 1,511,861$64,345,0008.44%
Richard Bernstein Advisors LLC 3,722,014$158,407,0003.96%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 229,762$9,841,0002.28%
PRUDENT INVESTORS NETWORK, INC. 100,842$4,292,0002.27%
DELPHI FINANCIAL GROUP, INC. 88,079$3,749,0002.24%
Analyst IMS Investment Management Services Ltd. 503,233$21,579,0002.10%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 534,172$22,879,0001.90%
AM INVESTMENT STRATEGIES LLC 113,000$4,809,0001.76%
View complete list of ISHARES TR shareholders