MOTCO - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 406 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
MOTCO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,911
-4.5%
3810.0%0.00%0.0%
Q2 2023$18,753
+0.9%
3810.0%0.00%0.0%
Q1 2023$18,581
-7.0%
381
-13.2%
0.00%0.0%
Q4 2022$19,975
+11.0%
4390.0%0.00%0.0%
Q3 2022$18,000
-10.0%
4390.0%0.00%
-50.0%
Q2 2022$20,000
-13.0%
4390.0%0.00%
+100.0%
Q1 2022$23,000
-56.6%
439
-53.8%
0.00%
-66.7%
Q4 2021$53,000
-28.4%
950
-29.3%
0.00%
-40.0%
Q3 2021$74,000
-3.9%
1,3440.0%0.01%0.0%
Q2 2021$77,000
+4.1%
1,3440.0%0.01%0.0%
Q1 2021$74,000
+4.2%
1,3440.0%0.01%0.0%
Q4 2020$71,0001,3440.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders