MONETA GROUP INVESTMENT ADVISORS LLC - ISHARES TR ownership

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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,216,343
-4.4%
132,234
+0.1%
0.14%
-2.1%
Q2 2023$6,502,232
+1.0%
132,105
+0.1%
0.14%
-7.1%
Q1 2023$6,437,146
+7.2%
131,990
+8.8%
0.16%
-6.1%
Q4 2022$6,005,539
-64.4%
121,272
-71.3%
0.16%
-74.3%
Q3 2022$16,886,000
-13.0%
422,044
-2.1%
0.64%
-3.0%
Q2 2022$19,409,000
+964.1%
431,311
+1136.0%
0.66%
+820.8%
Q1 2022$1,824,000
-6.0%
34,896
-0.0%
0.07%
-8.9%
Q4 2021$1,941,000
-5.0%
34,910
-5.4%
0.08%
-16.0%
Q3 2021$2,044,000
-3.7%
36,889
-0.0%
0.09%
-4.1%
Q2 2021$2,122,000
+4.3%
36,898
+0.1%
0.10%
-9.3%
Q1 2021$2,035,000
+4.0%
36,879
+0.0%
0.11%
-23.4%
Q4 2020$1,956,000
+15.3%
36,8780.0%0.14%
-4.7%
Q3 2020$1,696,000
+196.5%
36,878
+178.8%
0.15%
+174.1%
Q2 2020$572,000
-97.9%
13,228
-98.2%
0.05%
-98.1%
Q1 2020$27,740,000736,7862.89%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders