INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 238 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2021
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