ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Dentgroup LLC | 122,945 | $6,275,098 | 5.57% |
| VERITY Wealth Advisors | 57,024 | $2,910,483 | 2.50% |
| Capital Investment Advisors, LLC | 516,772 | $26,376,035 | 0.66% |
| Apella Capital, LLC | 116,894 | $5,862,256 | 0.33% |
| MASSMUTUAL TRUST CO FSB/ADV | 50,567 | $2,580,940 | 0.09% |
| Lowe Wealth Advisors, LLC | 887 | $45,272 | 0.02% |
| Versant Capital Management, Inc | 224 | $11,433 | 0.00% |