PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$386,798
-4.5%
8,2280.0%0.04%
-2.6%
Q2 2023$404,982
+0.9%
8,2280.0%0.04%
-2.6%
Q1 2023$401,280
+7.2%
8,2280.0%0.04%
+2.6%
Q4 2022$374,374
+13.8%
8,2280.0%0.04%
+5.6%
Q3 2022$329,000
-23.5%
8,2280.0%0.04%
-12.2%
Q1 2022$430,000
+1.7%
8,228
-20.6%
0.04%
-66.7%
Q3 2015$423,000
-8.8%
10,3650.0%0.12%
-3.9%
Q2 2015$464,000
-3.7%
10,3650.0%0.13%
-3.0%
Q1 2015$482,000
+11.3%
10,365
+0.2%
0.13%
+6.5%
Q4 2014$433,000
-4.8%
10,343
-1.9%
0.12%
-9.5%
Q3 2014$455,00010,5430.14%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders