Upper Left Wealth 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
Upper Left Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,678,657
+14.5%
38,777
+18.3%
1.75%
+7.1%
Q2 2023$1,466,488
+1.3%
32,778
+13.0%
1.63%
-0.9%
Q1 2023$1,447,758
+2.4%
29,019
-2.5%
1.64%
-1.6%
Q4 2022$1,413,838
+17.9%
29,765
+5.9%
1.67%
+7.3%
Q3 2022$1,199,000
+5.6%
28,096
+38.2%
1.56%
+18.6%
Q2 2022$1,135,000
-9.3%
20,335
-11.0%
1.31%
+1.4%
Q1 2022$1,251,000
+490.1%
22,841
+577.2%
1.30%
+511.3%
Q4 2021$212,0003,3730.21%
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