Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 236 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$72,857
+516.9%
1,683
+537.5%
0.00%
Q2 2023$11,811
-10.3%
2640.0%0.00%
Q1 2023$13,171
+49.9%
264
+42.7%
0.00%
Q4 2022$8,788
+9.8%
1850.0%0.00%
Q3 2022$8,000
-27.3%
185
-7.5%
0.00%
Q2 2022$11,000
-31.2%
200
-33.3%
0.00%
Q1 2022$16,000
+23.1%
300
+50.0%
0.00%
Q4 2021$13,000
-72.3%
200
-71.4%
0.00%
-100.0%
Q3 2021$47,000
-74.5%
700
-68.7%
0.00%
-66.7%
Q2 2021$184,000
-100.0%
2,234
-84.6%
0.00%
-70.0%
Q1 2021$1,186,938,000
+10790245.5%
14,528
+10741.8%
0.01%
Q4 2020$11,000
+10.0%
1340.0%0.00%
Q3 2020$10,000
-37.5%
134
-43.9%
0.00%
Q2 2020$16,000
+128.6%
239
+78.4%
0.00%
Q1 2020$7,000
-65.0%
134
-63.1%
0.00%
-100.0%
Q3 2019$20,000
-57.4%
363
-54.6%
0.00%
-50.0%
Q2 2019$47,0008000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Glovista Investments LLC 585,008$39,472,00011.50%
FIRST INTERSTATE BANK 986,750$66,635,0006.83%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1,680,042$113,470,0006.79%
DELPHI FINANCIAL GROUP, INC. 180,788$12,209,0003.59%
DIMENSION CAPITAL MANAGEMENT LLC 251,894$17,017,0003.50%
ACIMA PRIVATE WEALTH, LLC 77,775$5,252,0002.41%
Prism Advisors, Inc. 88,548$5,980,0002.13%
PRUDENT INVESTORS NETWORK, INC. 55,885$3,774,0001.89%
Analyst IMS Investment Management Services Ltd. 207,316$14,000,0001.72%
Evolution Wealth Advisors, LLC 107,468$7,257,0001.56%
View complete list of ISHARES TR shareholders