ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 257 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,222,498 | +3.2% | 455,910 | +3.7% | 0.01% | 0.0% |
| Q1 2024 | $23,479,854 | +22.2% | 439,780 | +16.8% | 0.01% | +14.3% |
| Q4 2023 | $19,211,813 | +92.7% | 376,407 | +77.5% | 0.01% | +75.0% |
| Q3 2023 | $9,967,248 | +2.1% | 212,024 | +6.9% | 0.00% | 0.0% |
| Q2 2023 | $9,759,391 | +11.7% | 198,281 | +10.7% | 0.00% | 0.0% |
| Q1 2023 | $8,735,829 | +8.1% | 179,123 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $8,084,122 | +319.3% | 177,673 | +268.7% | 0.00% | +300.0% |
| Q3 2022 | $1,928,000 | +177.0% | 48,192 | +211.5% | 0.00% | – |
| Q2 2022 | $696,000 | +172.9% | 15,472 | +217.7% | 0.00% | – |
| Q1 2022 | $255,000 | -97.5% | 4,870 | -97.7% | 0.00% | -100.0% |
| Q3 2018 | $10,199,000 | +2972.0% | 213,870 | +3013.1% | 0.01% | – |
| Q3 2017 | $332,000 | – | 6,870 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 667,253 | $30,347,000 | 15.74% |
| MAKENA CAPITAL MANAGEMENT LLC | 1,553,500 | $91,501,000 | 8.09% |
| TELEMUS CAPITAL, LLC | 469,665 | $21,360,000 | 5.80% |
| RONALD BLUE & CO LLC | 1,530,416 | $69,603,000 | 4.52% |
| AMG National Trust Bank | 935,159 | $42,531,000 | 4.41% |
| Hugh Johnson Advisors LLC | 225,083 | $10,237,000 | 3.66% |
| Polaris Wealth Advisory Group, LLC | 295,101 | $13,421,000 | 3.01% |
| Cobble Hill Financial Services, INC | 310,000 | $14,099,000 | 2.61% |
| MARTIN & CO INC /TN/ | 163,852 | $7,452,000 | 2.47% |
| Advisory Services Network, LLC | 145,355 | $6,611,000 | 2.42% |