Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 343 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$215,000
-36.6%
4,114
-32.4%
0.01%
-35.7%
Q4 2021$339,000
+0.6%
6,0890.0%0.01%
-12.5%
Q3 2021$337,000
-3.7%
6,0890.0%0.02%0.0%
Q2 2021$350,000
+4.2%
6,0890.0%0.02%
-5.9%
Q1 2021$336,000
+4.0%
6,0890.0%0.02%0.0%
Q4 2020$323,000
+14.5%
6,089
-0.7%
0.02%
+13.3%
Q3 2020$282,0006,1320.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders