Laird Norton Wetherby Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 311 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Laird Norton Wetherby Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,533,457
-4.9%
75,164
-0.4%
0.20%0.0%
Q2 2023$3,714,827
+1.0%
75,474
+0.1%
0.20%
-7.0%
Q1 2023$3,677,853
+6.2%
75,412
-0.9%
0.22%
-3.2%
Q4 2022$3,463,105
+11.7%
76,112
-1.7%
0.22%
+1.4%
Q3 2022$3,099,000
-11.2%
77,461
-0.1%
0.22%
-8.0%
Q2 2022$3,488,000
-14.0%
77,511
-0.1%
0.24%
+2.6%
Q1 2022$4,056,000
-6.2%
77,602
-0.2%
0.23%
-4.5%
Q4 2021$4,322,000
+0.4%
77,741
+0.1%
0.24%
-8.6%
Q3 2021$4,304,000
-3.6%
77,6740.0%0.27%
-2.6%
Q2 2021$4,467,000
+5.4%
77,674
+1.2%
0.27%
-15.5%
Q1 2021$4,237,000
+1.1%
76,783
-2.8%
0.32%
+13.7%
Q4 2020$4,190,000
+16.6%
79,000
+1.1%
0.28%
-11.2%
Q3 2020$3,592,000
+5.9%
78,115
-0.4%
0.32%
-0.3%
Q2 2020$3,391,000
+0.1%
78,415
-12.9%
0.32%
-15.5%
Q1 2020$3,388,000
-23.3%
89,992
+0.1%
0.38%
-12.6%
Q4 2019$4,418,000
+5.2%
89,934
-1.3%
0.44%
-0.7%
Q3 2019$4,198,000
-1.5%
91,1610.0%0.44%
-6.2%
Q2 2019$4,263,000
+0.0%
91,161
-1.0%
0.47%
-12.1%
Q1 2019$4,262,000
-12.7%
92,110
-20.8%
0.53%
-23.0%
Q4 2018$4,881,000
+12.2%
116,315
+27.5%
0.69%
+28.5%
Q3 2018$4,350,000
+6.6%
91,221
+5.7%
0.54%
-2.7%
Q2 2018$4,079,000
-4.8%
86,321
+0.1%
0.55%
-6.6%
Q1 2018$4,284,000
-0.3%
86,223
+0.2%
0.59%
-0.8%
Q4 2017$4,297,000
+3.6%
86,033
+0.3%
0.60%
-3.4%
Q3 2017$4,149,00085,8050.62%
Other shareholders
ISHARES TR shareholders Q4 2019
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