LAKE STREET PRIVATE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 233 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,710,535
-38.7%
63,094
-36.1%
0.49%
-37.2%
Q2 2023$4,419,748
-8.2%
98,787
+2.4%
0.78%
-13.6%
Q1 2023$4,813,612
+43.9%
96,485
+37.0%
0.90%
+29.8%
Q4 2022$3,346,160
+53.2%
70,440
+37.3%
0.69%
+37.8%
Q3 2022$2,184,000
-30.0%
51,309
-8.3%
0.50%
-23.6%
Q2 2022$3,121,000
+14.9%
55,926
+8.9%
0.66%
+34.6%
Q1 2022$2,716,000
-0.8%
51,349
+17.8%
0.49%
+1.7%
Q4 2021$2,737,000
-12.0%
43,602
-5.3%
0.48%
-36.4%
Q3 2021$3,109,000
-48.0%
46,041
-37.1%
0.76%
-50.4%
Q2 2021$5,981,000
+11.7%
73,143
+11.6%
1.52%
+2.9%
Q1 2021$5,353,000
+14.8%
65,516
+13.8%
1.48%
+9.8%
Q4 2020$4,663,000
+36.6%
57,595
+25.1%
1.35%
+17.4%
Q3 2020$3,414,000
+15.7%
46,035
+2.1%
1.15%
+4.8%
Q2 2020$2,952,000
+26.6%
45,106
+10.8%
1.09%
+3.0%
Q1 2020$2,331,00040,7211.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
SELDON CAPITAL LP 218,542$11,559,0006.80%
Alden Global Capital LLC 67,900$3,591,0004.25%
Glovista Investments LLC 207,583$11,171,0003.32%
DELPHI FINANCIAL GROUP, INC. 155,829$8,242,0002.88%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 799,672$42,291,0002.67%
PRUDENT INVESTORS NETWORK, INC. 98,932$5,233,0002.43%
Richard Bernstein Advisors LLC 2,205,072$116,434,0002.30%
Prism Advisors, Inc. 111,986$5,923,0001.98%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,233,000$65,213,0001.91%
ACIMA PRIVATE WEALTH, LLC 66,497$3,517,0001.62%
View complete list of ISHARES TR shareholders