Legacy Private Trust Co. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,957,719
-8.2%
424,542
-3.8%
1.72%
-4.4%
Q2 2023$21,729,104
-9.9%
441,469
-10.8%
1.80%
-12.6%
Q1 2023$24,126,421
-30.4%
494,698
-35.1%
2.06%
-34.4%
Q4 2022$34,672,547
-8.0%
762,034
-19.1%
3.13%
-12.4%
Q3 2022$37,700,000
-15.2%
942,261
-4.6%
3.58%
-10.1%
Q2 2022$44,469,000
-5.5%
988,196
+9.8%
3.98%
+9.0%
Q1 2022$47,057,000
+0.9%
900,266
+7.3%
3.65%
+4.4%
Q4 2021$46,640,000
+1.3%
838,838
+0.9%
3.50%
-6.1%
Q3 2021$46,060,000
+13.1%
831,261
+17.4%
3.73%
+8.6%
Q2 2021$40,727,000
+6.6%
708,171
+2.3%
3.43%
-0.3%
Q1 2021$38,194,000
+12.0%
692,185
+7.7%
3.44%
+6.9%
Q4 2020$34,089,000
+15.1%
642,716
-0.2%
3.22%
+5.3%
Q3 2020$29,604,000
+11.0%
643,705
+4.4%
3.06%
+4.1%
Q2 2020$26,665,000
+52.5%
616,674
+32.8%
2.94%
+29.5%
Q1 2020$17,485,000
-28.4%
464,415
-6.6%
2.27%
-11.2%
Q4 2019$24,434,000
+20.0%
497,454
+12.5%
2.56%
+12.2%
Q3 2019$20,366,000
+26.2%
442,256
+28.2%
2.28%
+24.1%
Q2 2019$16,135,000
+43.4%
345,070
+41.9%
1.84%
+37.5%
Q1 2019$11,250,000
+365.6%
243,126
+322.3%
1.34%
+327.9%
Q4 2018$2,416,000
-13.2%
57,567
-1.4%
0.31%
-1.0%
Q3 2018$2,784,000
-0.7%
58,377
-1.6%
0.32%
-5.7%
Q2 2018$2,803,000
-7.3%
59,323
-2.5%
0.33%
-5.4%
Q1 2018$3,023,000
-5.6%
60,839
-5.1%
0.35%
-5.6%
Q4 2017$3,202,000
-5.8%
64,099
-8.8%
0.37%
-9.7%
Q3 2017$3,400,000
+10.4%
70,319
+4.0%
0.41%
+6.2%
Q2 2017$3,081,000
+148.7%
67,590
+138.0%
0.39%
+145.3%
Q1 2017$1,239,000
+17.4%
28,405
+8.4%
0.16%
+11.2%
Q4 2016$1,055,000
-22.4%
26,203
-20.0%
0.14%
-22.7%
Q3 2016$1,359,000
+13.2%
32,755
+6.3%
0.18%
+5.7%
Q2 2016$1,201,000
+222.0%
30,818
+225.9%
0.18%
+212.5%
Q1 2016$373,000
-79.5%
9,455
-79.4%
0.06%
-79.8%
Q4 2015$1,821,00045,9750.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders