INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 253 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

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 Q3 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