ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,083 | -4.2% | 9,872 | +0.3% | 0.35% | -0.6% |
| Q2 2023 | $484,669 | -6.3% | 9,847 | -7.2% | 0.35% | -13.9% |
| Q1 2023 | $517,303 | +52.5% | 10,607 | +42.2% | 0.41% | +43.2% |
| Q4 2022 | $339,294 | +10.5% | 7,457 | -2.9% | 0.29% | +17.1% |
| Q3 2022 | $307,000 | -13.5% | 7,678 | -2.6% | 0.24% | -7.2% |
| Q2 2022 | $355,000 | -14.3% | 7,884 | -0.5% | 0.26% | +9.5% |
| Q1 2022 | $414,000 | +5.6% | 7,921 | +12.3% | 0.24% | +8.1% |
| Q4 2021 | $392,000 | +37.5% | 7,052 | +37.1% | 0.22% | +39.4% |
| Q3 2021 | $285,000 | -4.4% | 5,143 | -0.8% | 0.16% | +3.9% |
| Q2 2021 | $298,000 | – | 5,183 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 122,945 | $6,275,098 | 5.57% |
| VERITY Wealth Advisors | 57,024 | $2,910,483 | 2.50% |
| Capital Investment Advisors, LLC | 516,772 | $26,376,035 | 0.66% |
| Apella Capital, LLC | 116,894 | $5,862,256 | 0.33% |
| MASSMUTUAL TRUST CO FSB/ADV | 50,567 | $2,580,940 | 0.09% |
| Lowe Wealth Advisors, LLC | 887 | $45,272 | 0.02% |
| Versant Capital Management, Inc | 224 | $11,433 | 0.00% |