Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 253 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2016$450,000
+3.0%
10,592
+8.1%
0.54%
-2.9%
Q4 2015$437,000
+17.2%
9,794
+15.0%
0.56%
+7.1%
Q3 2015$373,000
-22.0%
8,520
-0.0%
0.52%
-18.6%
Q2 2015$478,000
+2.4%
8,524
-0.5%
0.64%
+9.9%
Q1 2015$467,000
-36.5%
8,571
-41.5%
0.58%
-48.0%
Q4 2014$736,00014,6521.12%
Other shareholders
ISHARES TR shareholders Q3 2023
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