Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 3.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$79,000
-23.3%
1,8530.0%0.03%
-8.1%
Q2 2022$103,000
+171.1%
1,853
+161.0%
0.04%
+164.3%
Q1 2022$38,000
-15.6%
7100.0%0.01%
-22.2%
Q4 2021$45,000
-6.2%
7100.0%0.02%
-28.0%
Q3 2021$48,000
-18.6%
7100.0%0.02%
-46.8%
Q2 2021$59,000
+1.7%
7100.0%0.05%
-11.3%
Q1 2021$58,000
+1.8%
7100.0%0.05%
+43.2%
Q4 2020$57,000
+7.5%
7100.0%0.04%
-11.9%
Q3 2020$53,000
+15.2%
7100.0%0.04%
+10.5%
Q2 2020$46,000
+12.2%
7100.0%0.04%
-40.6%
Q1 2020$41,000
-10.9%
7100.0%0.06%
+14.3%
Q4 2019$46,000
+15.0%
7100.0%0.06%
+1.8%
Q3 2019$40,0007100.06%
Other shareholders
ISHARES TR shareholders Q3 2021
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