Polen Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Polen Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,085,649
+18.3%
23,094
+23.9%
0.00%
+50.0%
Q2 2023$917,383
-78.4%
18,638
-78.6%
0.00%
-81.8%
Q1 2023$4,239,625
-78.1%
86,931
-79.6%
0.01%
-80.7%
Q4 2022$19,402,292
+354.5%
426,424
+299.7%
0.06%
+375.0%
Q3 2022$4,269,000
-32.7%
106,695
-24.3%
0.01%
-29.4%
Q2 2022$6,346,000
-77.0%
141,015
-73.3%
0.02%
-68.5%
Q1 2022$27,615,000
-14.0%
528,305
-8.6%
0.05%0.0%
Q4 2021$32,129,000
+4425.2%
577,855
+4408.5%
0.05%
+5300.0%
Q3 2021$710,000
+63.6%
12,817
+69.7%
0.00%0.0%
Q2 2021$434,000
-87.8%
7,552
-88.8%
0.00%
-87.5%
Q4 2020$3,568,000
+1478.8%
67,261
+1185.8%
0.01%
+700.0%
Q2 2020$226,000
-49.1%
5,231
-55.7%
0.00%
-50.0%
Q1 2020$444,000
-80.4%
11,804
-74.4%
0.00%
-77.8%
Q4 2019$2,265,00046,1080.01%
Other shareholders
ISHARES TR shareholders Q1 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