SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$148,566
-36.8%
3,160
-46.3%
0.02%
-41.0%
Q3 2022$235,000
-24.2%
5,881
-14.5%
0.04%
-23.5%
Q2 2022$310,000
+1.0%
6,881
+17.0%
0.05%
+21.4%
Q1 2022$307,000
-6.1%
5,8810.0%0.04%
+2.4%
Q4 2021$327,000
+0.3%
5,8810.0%0.04%
-6.8%
Q3 2021$326,000
-3.6%
5,8810.0%0.04%
-4.3%
Q2 2021$338,000
+4.0%
5,8810.0%0.05%
-4.2%
Q1 2021$325,000
+4.2%
5,8810.0%0.05%
+2.1%
Q4 2020$312,000
+15.6%
5,8810.0%0.05%0.0%
Q3 2020$270,000
+6.3%
5,8810.0%0.05%
-7.8%
Q2 2020$254,000
-92.5%
5,881
-93.4%
0.05%
-92.8%
Q1 2020$3,374,000
-19.6%
89,603
+4.8%
0.71%
-11.8%
Q4 2019$4,198,000
+60.1%
85,473
+50.1%
0.80%
+48.8%
Q3 2019$2,622,000
-2.8%
56,941
-1.3%
0.54%
-2.7%
Q2 2019$2,697,000
+1.2%
57,668
+0.1%
0.55%
-4.0%
Q1 2019$2,665,000
+11.7%
57,605
+1.3%
0.58%
-10.3%
Q4 2018$2,386,000
-7.6%
56,876
+5.1%
0.64%
+20.4%
Q3 2018$2,582,000
+1.3%
54,140
+0.4%
0.53%
-10.6%
Q2 2018$2,549,000
+3.1%
53,943
+8.4%
0.60%
+0.5%
Q1 2018$2,473,000
-0.9%
49,775
-0.4%
0.59%
+1.0%
Q4 2017$2,495,000
+9.5%
49,958
+6.0%
0.59%
+2.3%
Q3 2017$2,279,000
+5.2%
47,145
-0.8%
0.58%
+0.5%
Q2 2017$2,166,000
-0.0%
47,511
-4.3%
0.57%
-0.5%
Q1 2017$2,167,000
+7.9%
49,668
-0.4%
0.58%
+2.0%
Q4 2016$2,008,000
-5.2%
49,851
-2.4%
0.56%
-5.5%
Q3 2016$2,118,000
+11.6%
51,053
+4.8%
0.60%
+8.3%
Q2 2016$1,898,000
+3.2%
48,720
+4.6%
0.55%
-2.5%
Q1 2016$1,839,000
+10.3%
46,575
+10.6%
0.56%
+12.1%
Q4 2015$1,668,000
+5.9%
42,121
+4.4%
0.50%
-5.4%
Q3 2015$1,575,000
-11.7%
40,335
-0.1%
0.53%
+9.2%
Q2 2015$1,784,000
-1.7%
40,370
-0.5%
0.49%
-2.6%
Q1 2015$1,814,000
+21.4%
40,580
+16.9%
0.50%
+28.5%
Q4 2014$1,494,000
+14.6%
34,722
+21.1%
0.39%
+9.9%
Q3 2014$1,304,000
-3.9%
28,667
+1.5%
0.36%
-2.5%
Q2 2014$1,357,000
+3.1%
28,2520.0%0.36%
-1.1%
Q1 2014$1,316,000
+70.5%
28,252
+70.9%
0.37%
+72.8%
Q4 2013$772,000
+13.7%
16,531
+9.1%
0.21%
-3.6%
Q3 2013$679,000
+15.9%
15,155
+5.2%
0.22%
+11.1%
Q2 2013$586,000
+14.2%
14,400
+20.3%
0.20%
+14.4%
Q1 2013$513,00011,9750.17%
Other shareholders
ISHARES TR shareholders Q1 2022
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