IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$348,052
-3.2%
8,0400.0%0.01%0.0%
Q2 2023$359,710
-30.0%
8,040
-22.0%
0.01%
-41.7%
Q1 2023$514,223
-12.1%
10,307
-16.3%
0.01%
-25.0%
Q4 2022$585,055
-50.5%
12,317
-55.6%
0.02%
-50.0%
Q3 2022$1,181,000
+163.0%
27,759
+245.3%
0.03%
+128.6%
Q2 2022$449,000
+5.6%
8,0400.0%0.01%
+40.0%
Q1 2022$425,000
-15.8%
8,0400.0%0.01%
-16.7%
Q4 2021$505,000
-50.3%
8,040
-46.6%
0.01%
-55.6%
Q3 2021$1,017,000
-23.2%
15,064
-6.2%
0.03%
-30.8%
Q2 2021$1,324,000
+20.5%
16,055
+19.4%
0.04%
-13.3%
Q1 2021$1,099,000
+84.4%
13,445
+67.2%
0.04%
+40.6%
Q3 2020$596,000
+13.3%
8,0400.0%0.03%
-5.9%
Q2 2020$526,000
+14.3%
8,0400.0%0.03%
-8.1%
Q1 2020$460,000
-10.7%
8,0400.0%0.04%
-17.8%
Q4 2019$515,0008,0400.04%
Other shareholders
ISHARES TR shareholders Q4 2022
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