Intercontinental Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.6%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$214,841
-12.1%
4,802
-2.0%
0.05%
-17.7%
Q1 2023$244,411
+5.0%
4,8990.0%0.06%
-10.1%
Q4 2022$232,703
+11.3%
4,8990.0%0.07%
+4.5%
Q3 2022$209,000
-27.4%
4,899
-5.0%
0.07%
-15.4%
Q2 2022$288,000
-41.3%
5,159
-39.9%
0.08%
-69.9%
Q1 2020$491,000
+18.6%
8,577
+31.0%
0.26%
-24.9%
Q4 2019$414,000
-15.2%
6,547
-24.7%
0.34%
+15.0%
Q3 2019$488,000
-5.6%
8,6940.0%0.30%
+12.4%
Q2 2019$517,000
-37.0%
8,694
-33.8%
0.27%
-34.4%
Q1 2019$820,000
+18.7%
13,1290.0%0.41%
+5.4%
Q4 2018$691,000
-18.9%
13,129
-7.7%
0.39%
-9.6%
Q3 2018$852,000
-9.0%
14,229
-1.8%
0.43%
-17.9%
Q2 2018$936,000
-5.8%
14,4890.0%0.52%
-9.7%
Q1 2018$994,000
-55.2%
14,489
-56.5%
0.58%
-53.7%
Q4 2017$2,219,000
+5.5%
33,3450.0%1.24%
-3.2%
Q3 2017$2,104,000
+16.9%
33,345
+1.3%
1.28%
+11.1%
Q2 2017$1,800,000
+165.1%
32,905
+142.0%
1.16%
+184.3%
Q1 2017$679,00013,5950.41%
Other shareholders
ISHARES TR shareholders Q3 2019
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