Sand Hill Global Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sand Hill Global Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,058,887
+1.2%
107,613
+6.0%
0.28%
+12.5%
Q2 2023$4,998,340
+0.9%
101,551
+0.0%
0.25%
-6.8%
Q1 2023$4,952,057
+7.2%
101,5390.0%0.27%
+1.9%
Q4 2022$4,620,025
+13.7%
101,5390.0%0.26%
+2.0%
Q3 2022$4,063,000
-8.6%
101,539
+2.8%
0.26%
+1.2%
Q2 2022$4,444,000
-10.5%
98,756
+3.9%
0.25%
-8.0%
Q1 2022$4,967,000
-2.3%
95,026
+3.9%
0.28%
-3.5%
Q4 2021$5,084,000
+0.3%
91,4460.0%0.28%
-7.5%
Q3 2021$5,067,000
+35.2%
91,446
+40.3%
0.31%
+34.5%
Q2 2021$3,749,000
+4.2%
65,1830.0%0.23%
-2.1%
Q1 2021$3,597,000
+4.0%
65,1830.0%0.23%
+1.3%
Q4 2020$3,457,000
+15.3%
65,1830.0%0.23%
+1.3%
Q3 2020$2,998,000
+13.6%
65,183
+6.8%
0.23%
+8.1%
Q2 2020$2,638,000
+19.9%
61,007
+4.4%
0.21%
+1.0%
Q1 2020$2,201,000
-23.3%
58,4580.0%0.21%
-19.6%
Q4 2019$2,871,00058,4580.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders