DOWLING & YAHNKE 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
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,765,000
-12.3%
44,104
-1.4%
0.08%
-13.7%
Q2 2022$2,012,000
-20.6%
44,714
-7.8%
0.10%
-13.6%
Q1 2022$2,534,000
+31.0%
48,480
+39.3%
0.11%
+18.3%
Q4 2021$1,935,000
+9.6%
34,794
+9.2%
0.09%
-5.1%
Q3 2021$1,766,000
+0.9%
31,874
+4.7%
0.10%
-3.0%
Q2 2021$1,751,000
+5.3%
30,446
+1.1%
0.10%
-11.4%
Q1 2021$1,663,000
+5.3%
30,129
+1.2%
0.11%
+1.8%
Q4 2020$1,579,000
+12.0%
29,769
-2.9%
0.11%
-0.9%
Q3 2020$1,410,000
+27.0%
30,669
+19.5%
0.11%
+21.5%
Q2 2020$1,110,000
+25.9%
25,669
+9.6%
0.09%
+9.4%
Q1 2020$882,000
+161.7%
23,419
+175.5%
0.08%
+102.4%
Q4 2015$337,000
+1.5%
8,5000.0%0.04%
-6.7%
Q3 2015$332,000
-11.7%
8,5000.0%0.04%
-4.3%
Q2 2015$376,000
-1.1%
8,5000.0%0.05%
-2.1%
Q1 2015$380,000
+3.8%
8,5000.0%0.05%
+4.3%
Q4 2014$366,0008,5000.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders