Integrated Wealth Concepts 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
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$260,773
+22.4%
6,024
+26.5%
0.01%
+25.0%
Q2 2023$213,115
+40110.4%
4,763
-55.2%
0.00%
-63.6%
Q1 2023$530
-100.0%
10,623
-60.3%
0.01%
-69.4%
Q3 2022$1,138,000
+132.7%
26,730
+342.9%
0.04%
+56.5%
Q4 2020$489,000
+111.7%
6,035
+94.1%
0.02%
+64.3%
Q3 2020$231,0003,1090.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
OPSEU Pension Plan Trust Fund 856,621$36,303,59875.73%
Richard Bernstein Advisors LLC 6,625,232$286,806,2936.40%
Glovista Investments LLC 234,816$10,264,4656.09%
OLD MISSION CAPITAL LLC 5,255,014$227,489,5565.05%
SYON CAPITAL LLC 544,736$23,581,6212.94%
Rock Creek Group, LP 522,216$22,607,9672.91%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 553,891$23,975,8011.76%
Upper Left Wealth Management, LLC 38,777$1,678,6571.75%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 185,995$8,051,0051.72%
AM INVESTMENT STRATEGIES LLC 113,000$4,8921.59%
View complete list of ISHARES TR shareholders