CUMBERLAND ADVISORS INC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CUMBERLAND ADVISORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,276,265
-8.5%
90,965
-4.2%
1.90%
-11.2%
Q2 2023$4,672,455
-18.9%
94,930
-19.7%
2.14%
-9.7%
Q1 2023$5,762,663
+7.2%
118,160
-0.0%
2.36%
+1.5%
Q4 2022$5,378,100
+2.2%
118,200
-10.1%
2.33%
+11.2%
Q3 2022$5,263,000
-44.5%
131,530
-37.6%
2.10%
-33.5%
Q2 2022$9,481,000
-43.0%
210,685
-33.8%
3.15%
-18.3%
Q1 2022$16,640,000
-25.9%
318,340
-21.2%
3.86%
-18.1%
Q4 2021$22,464,000
+1.8%
404,030
+1.5%
4.71%
-7.7%
Q3 2021$22,059,000
-1.2%
398,110
+2.6%
5.10%
-2.6%
Q2 2021$22,321,000
+20.3%
388,120
+15.5%
5.24%
+13.9%
Q1 2021$18,550,000
+37.2%
336,180
+31.8%
4.60%
-7.2%
Q4 2020$13,525,000
+105.9%
254,995
+67.8%
4.95%
+99.1%
Q2 2020$6,570,000
+10.2%
151,945
-4.0%
2.49%
+2.4%
Q1 2020$5,961,000
+4.0%
158,320
+35.7%
2.43%
+23.1%
Q4 2019$5,731,000
+166.6%
116,670
+120.9%
1.97%
+68.3%
Q2 2013$2,150,00052,8201.17%
Other shareholders
ISHARES TR shareholders Q3 2021
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