Veritable, L.P. - 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
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,002,270
+0.9%
40,6800.0%0.03%
-6.1%
Q1 2023$1,983,964
+7.2%
40,6800.0%0.03%
+3.1%
Q4 2022$1,850,940
+2.6%
40,680
-9.8%
0.03%
-8.6%
Q3 2022$1,804,000
-4.4%
45,094
+7.5%
0.04%
+2.9%
Q2 2022$1,888,000
-44.8%
41,953
-35.8%
0.03%
-34.6%
Q1 2022$3,418,000
+53.9%
65,398
+63.7%
0.05%
+57.6%
Q4 2021$2,221,000
+0.4%
39,9430.0%0.03%
-8.3%
Q3 2021$2,213,000
-3.7%
39,9430.0%0.04%
-2.7%
Q2 2021$2,297,000
+4.2%
39,9430.0%0.04%
-2.6%
Q1 2021$2,204,000
-0.5%
39,943
-4.4%
0.04%
-7.3%
Q4 2020$2,216,000
+5.0%
41,778
-9.0%
0.04%
-2.4%
Q3 2020$2,111,000
-13.4%
45,907
-18.6%
0.04%
-20.8%
Q2 2020$2,439,000
-88.6%
56,400
-90.1%
0.05%
-89.8%
Q1 2020$21,416,000
-59.0%
568,821
-46.5%
0.52%
-46.0%
Q4 2019$52,222,000
+7.2%
1,063,157
+0.5%
0.96%
+0.9%
Q3 2019$48,712,000
-4.3%
1,057,807
-2.8%
0.95%
-5.7%
Q2 2019$50,880,000
+1.1%
1,088,119
+0.0%
1.01%
-0.1%
Q1 2019$50,340,000
+451.3%
1,087,969
+399.9%
1.01%
+386.5%
Q4 2018$9,131,000
+78.7%
217,616
+103.1%
0.21%
+101.9%
Q3 2018$5,111,000
-2.1%
107,167
-3.0%
0.10%
-6.4%
Q2 2018$5,218,000
-8.7%
110,441
-4.0%
0.11%
-10.6%
Q1 2018$5,717,000
+1.1%
115,051
+1.6%
0.12%
+7.9%
Q4 2017$5,655,000
-14.4%
113,204
-17.1%
0.11%
-18.0%
Q3 2017$6,606,000
+3.6%
136,633
-2.3%
0.14%
-4.1%
Q2 2017$6,379,000
+32.5%
139,918
+26.8%
0.14%
+26.1%
Q1 2017$4,814,000
+16.9%
110,368
+8.0%
0.12%
+15.0%
Q4 2016$4,117,000
-28.9%
102,227
-26.7%
0.10%
-31.0%
Q3 2016$5,787,000
-2.4%
139,514
-8.3%
0.14%
-4.0%
Q2 2016$5,928,000
-25.8%
152,157
-24.8%
0.15%
-27.8%
Q1 2016$7,992,000
+84.3%
202,426
+84.9%
0.21%
+75.6%
Q4 2015$4,336,000
+30.1%
109,475
+28.3%
0.12%
+21.4%
Q3 2015$3,333,000
-70.0%
85,355
-66.0%
0.10%
-67.4%
Q2 2015$11,100,000
-12.6%
251,254
-11.6%
0.30%
+13.6%
Q1 2015$12,701,000
+18.2%
284,144
+13.7%
0.26%
+18.8%
Q4 2014$10,747,000
+445.8%
249,818
+477.1%
0.22%
+431.0%
Q3 2014$1,969,000
-6.0%
43,288
-0.7%
0.04%
-4.5%
Q2 2014$2,094,000
+2.1%
43,605
-0.9%
0.04%0.0%
Q1 2014$2,050,000
+1.4%
44,015
+1.7%
0.04%0.0%
Q4 2013$2,021,000
-72.3%
43,300
-73.4%
0.04%
-74.3%
Q3 2013$7,302,000
+15.8%
162,910
+5.2%
0.17%
+12.5%
Q2 2013$6,304,000
-9.6%
154,859
-4.9%
0.15%
-13.1%
Q1 2013$6,977,000
+2.1%
162,791
-0.2%
0.18%
-9.8%
Q4 2012$6,833,000163,1460.19%
Other shareholders
ISHARES TR shareholders Q3 2023
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