Janney Montgomery Scott LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 400 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 0.9%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,304
+2.0%
11,602
+0.0%
0.00%0.0%
Q1 2024$1,278
-73.2%
11,601
-75.2%
0.00%
-73.3%
Q4 2023$4,765
+130.1%
46,825
+108.8%
0.02%
+87.5%
Q3 2023$2,071
+62.3%
22,426
+68.7%
0.01%
+100.0%
Q2 2023$1,276
+1.7%
13,296
-3.4%
0.00%
-20.0%
Q1 2023$1,255
-82.8%
13,771
-84.0%
0.01%
-82.1%
Q4 2022$7,286
-99.8%
85,833
+96.7%
0.03%
+86.7%
Q3 2022$3,396,000
-5.4%
43,631
+2.6%
0.02%
-6.2%
Q2 2022$3,591,000
+206.7%
42,528
+262.3%
0.02%
+220.0%
Q1 2022$1,171,000
-59.6%
11,737
-57.2%
0.01%
-54.5%
Q4 2021$2,900,000
+198.0%
27,415
+181.5%
0.01%
+175.0%
Q3 2021$973,000
+9.0%
9,739
+10.3%
0.00%0.0%
Q2 2021$893,000
-0.3%
8,826
-6.3%
0.00%0.0%
Q1 2021$896,000
-13.8%
9,415
-17.9%
0.00%
-20.0%
Q4 2020$1,040,000
+38.3%
11,469
+21.9%
0.01%
+25.0%
Q3 2020$752,000
-24.9%
9,406
-30.7%
0.00%
-33.3%
Q2 2020$1,001,000
-67.0%
13,577
-72.0%
0.01%
-75.0%
Q1 2020$3,032,000
+272.9%
48,459
+372.1%
0.02%
+380.0%
Q4 2019$813,000
+7.4%
10,2640.0%0.01%
-16.7%
Q3 2019$757,000
-17.4%
10,264
-17.4%
0.01%
-14.3%
Q2 2019$916,000
+2.0%
12,430
-0.2%
0.01%0.0%
Q1 2019$898,000
-95.0%
12,449
-95.5%
0.01%
-95.9%
Q4 2018$17,811,000
+74.0%
277,601
+101.4%
0.17%
+95.5%
Q3 2018$10,237,000
+2046.1%
137,854
+1957.2%
0.09%
+1660.0%
Q2 2018$477,000
-7.7%
6,701
-7.1%
0.01%0.0%
Q1 2018$517,000
+1.8%
7,216
+2.3%
0.01%0.0%
Q4 2017$508,000
+9.5%
7,051
+4.5%
0.01%0.0%
Q3 2017$464,000
+5.7%
6,749
+0.7%
0.01%0.0%
Q2 2017$439,000
+3.5%
6,6990.0%0.01%
-16.7%
Q1 2017$424,0006,6990.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders