Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$888,718
-9.8%
20,529
-6.8%
0.28%
-5.1%
Q2 2023$985,596
-14.9%
22,029
-5.1%
0.30%
-19.1%
Q1 2023$1,158,446
+3.3%
23,220
-1.7%
0.37%
-6.4%
Q4 2022$1,121,950
+10.2%
23,620
-1.3%
0.39%
+8.0%
Q3 2022$1,018,000
+13.7%
23,920
+49.1%
0.36%
+17.5%
Q2 2022$895,000
+22.8%
16,042
+16.3%
0.31%
+41.3%
Q1 2022$729,000
-27.6%
13,792
-14.0%
0.22%
-15.2%
Q4 2021$1,007,000
-26.0%
16,043
-20.4%
0.26%
-21.9%
Q3 2021$1,361,000
-10.6%
20,152
+9.1%
0.33%
-4.1%
Q2 2021$1,523,000
+4.5%
18,472
+3.6%
0.34%
-14.2%
Q1 2021$1,457,000
+36.6%
17,837
+35.4%
0.40%
+25.4%
Q4 2020$1,067,000
+9.2%
13,1720.0%0.32%
-13.6%
Q3 2020$977,00013,1720.37%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SELDON CAPITAL LP 218,542$11,559,0006.80%
Alden Global Capital LLC 67,900$3,591,0004.25%
Glovista Investments LLC 207,583$11,171,0003.32%
DELPHI FINANCIAL GROUP, INC. 155,829$8,242,0002.88%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 799,672$42,291,0002.67%
PRUDENT INVESTORS NETWORK, INC. 98,932$5,233,0002.43%
Richard Bernstein Advisors LLC 2,205,072$116,434,0002.30%
Prism Advisors, Inc. 111,986$5,923,0001.98%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,233,000$65,213,0001.91%
ACIMA PRIVATE WEALTH, LLC 66,497$3,517,0001.62%
View complete list of ISHARES TR shareholders