BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 257 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$8,000
-20.0%
2000.0%0.00%0.0%
Q4 2019$10,000
+11.1%
2000.0%0.00%0.0%
Q3 2019$9,0000.0%2000.0%0.00%0.0%
Q2 2019$9,0000.0%2000.0%0.00%0.0%
Q1 2019$9,000
+12.5%
2000.0%0.00%0.0%
Q4 2018$8,000
-20.0%
2000.0%0.00%0.0%
Q3 2018$10,000
+11.1%
2000.0%0.00%0.0%
Q2 2018$9,0000.0%2000.0%0.00%0.0%
Q1 2018$9,0000.0%2000.0%0.00%0.0%
Q4 2017$9,000
-10.0%
2000.0%0.00%
-20.0%
Q3 2017$10,000
+11.1%
2000.0%0.01%
+25.0%
Q2 2017$9,0000.0%2000.0%0.00%
-20.0%
Q1 2017$9,0000.0%2000.0%0.01%0.0%
Q4 2016$9,0000.0%2000.0%0.01%0.0%
Q3 2016$9,000
+12.5%
2000.0%0.01%0.0%
Q2 2016$8,0000.0%2000.0%0.01%0.0%
Q1 2016$8,0000.0%2000.0%0.01%0.0%
Q4 2015$8,0000.0%2000.0%0.01%
-16.7%
Q3 2015$8,000
-11.1%
2000.0%0.01%
+20.0%
Q2 2015$9,000
+12.5%
2000.0%0.01%0.0%
Q1 2015$8,0000.0%2000.0%0.01%0.0%
Q4 2014$8,000
-11.1%
2000.0%0.01%0.0%
Q3 2014$9,000
-10.0%
2000.0%0.01%
-16.7%
Q2 2014$10,000
+11.1%
2000.0%0.01%0.0%
Q1 2014$9,0000.0%2000.0%0.01%
-14.3%
Q4 2013$9,0002000.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders