INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 176 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$37,363
+6.1%
8860.0%0.01%0.0%
Q1 2024$35,201
+421.3%
886
+467.9%
0.01%
+500.0%
Q3 2023$6,753
-3.2%
1560.0%0.00%0.0%
Q2 2023$6,979
+2.1%
156
+13.9%
0.00%0.0%
Q1 2023$6,835
-98.3%
137
-98.4%
0.00%
-98.5%
Q4 2022$405,555
+0.9%
8,538
-9.6%
0.07%
-5.6%
Q3 2022$402,000
-39.7%
9,446
-20.9%
0.07%
-38.3%
Q2 2022$667,000
+4346.7%
11,948
+4092.3%
0.12%
+5650.0%
Q1 2022$15,000
+87.5%
285
+137.5%
0.00%
+100.0%
Q4 2021$8,0000.0%1200.0%0.00%0.0%
Q3 2021$8,000
-63.6%
120
-55.6%
0.00%
-75.0%
Q2 2021$22,0000.0%2700.0%0.00%0.0%
Q1 2021$22,000
-45.0%
270
-45.7%
0.00%
-50.0%
Q4 2020$40,000
+8.1%
4970.0%0.01%
-11.1%
Q3 2020$37,000
+12.1%
4970.0%0.01%
+28.6%
Q2 2020$33,000
+17.9%
4970.0%0.01%
+16.7%
Q1 2020$28,000
-12.5%
4970.0%0.01%
-14.3%
Q4 2019$32,000
+14.3%
4970.0%0.01%
+16.7%
Q3 2019$28,0000.0%497
+3.8%
0.01%0.0%
Q2 2019$28,000
+211.1%
479
+242.1%
0.01%
+200.0%
Q1 2019$9,000
+28.6%
1400.0%0.00%0.0%
Q4 2018$7,000
-22.2%
140
-4.8%
0.00%0.0%
Q3 2018$9,000
+80.0%
147
+72.9%
0.00%
+100.0%
Q2 2018$5,0000.0%85
+9.0%
0.00%0.0%
Q1 2018$5,000780.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Glovista Investments LLC 727,998$43,673,00011.36%
XPONANCE, INC. 443,089$26,534,0008.92%
Progeny 3, Inc. 212,710$12,739,0008.87%
Accuvest Global Advisors 167,989$10,061,0003.74%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,112,000$66,598,0002.86%
Pictet North America Advisors SA 345,967$20,720,0002.75%
Richard Bernstein Advisors LLC 1,303,728$78,082,0002.24%
Shamrock Asset Management LLC 38,231$2,290,0001.45%
Lattice Strategies LLC 28,112$1,684,0001.30%
USS Investment Management Ltd 2,070,000$123,983,0001.25%
View complete list of ISHARES TR shareholders