AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$442,065
+12.0%
9,064
+4.5%
0.01%0.0%
Q4 2022$394,771
+29.4%
8,676
+13.9%
0.01%0.0%
Q3 2022$305,000
-7.6%
7,620
+4.0%
0.01%0.0%
Q2 2022$330,000
-12.9%
7,324
+1.6%
0.01%0.0%
Q1 2022$379,000
-12.7%
7,211
-7.5%
0.01%
-28.6%
Q4 2021$434,000
+21.6%
7,799
+20.8%
0.01%
+16.7%
Q3 2021$357,000
+58.0%
6,458
+63.9%
0.01%
+50.0%
Q2 2021$226,0003,9410.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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