WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 420 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,071,431
+8.6%
20,068
+3.8%
0.03%0.0%
Q4 2023$987,012
+9.3%
19,338
+0.7%
0.03%
-3.2%
Q3 2023$903,203
-4.5%
19,2130.0%0.03%0.0%
Q2 2023$945,664
+0.9%
19,2130.0%0.03%
-6.1%
Q1 2023$937,018
+1.2%
19,213
-5.6%
0.03%
-5.7%
Q4 2022$925,789
+20.5%
20,347
+6.0%
0.04%
+6.1%
Q3 2022$768,000
-11.1%
19,2030.0%0.03%
-8.3%
Q2 2022$864,000
-24.7%
19,203
-18.0%
0.04%
-21.7%
Q1 2022$1,148,000
-3.9%
23,418
+9.1%
0.05%
+9.5%
Q4 2021$1,194,000
+0.4%
21,4660.0%0.04%
-10.6%
Q3 2021$1,189,000
-31.0%
21,466
-28.4%
0.05%
-30.9%
Q2 2021$1,724,000
-74.5%
29,978
-75.5%
0.07%
-76.8%
Q1 2021$6,761,000
+613.9%
122,533
+586.2%
0.29%
+551.1%
Q4 2020$947,000
+34.5%
17,856
+16.7%
0.04%
+18.4%
Q3 2020$704,000
+16.4%
15,301
+9.3%
0.04%
+2.7%
Q2 2020$605,000
-31.4%
13,993
-40.3%
0.04%
-43.1%
Q1 2020$882,000
-23.4%
23,4280.0%0.06%
-4.4%
Q4 2019$1,151,000
+6.7%
23,4280.0%0.07%0.0%
Q3 2019$1,079,000
+10.1%
23,428
+11.8%
0.07%
+7.9%
Q2 2019$980,000
+10.4%
20,956
+9.2%
0.06%
+10.5%
Q1 2019$888,000
+14.4%
19,183
+3.8%
0.06%
+7.5%
Q4 2018$776,00018,4860.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders