Fund Evaluation Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 365 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 72.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fund Evaluation Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,055
-0.2%
38,672
+0.3%
0.13%
-2.3%
Q1 2024$2,059
+4.6%
38,5730.0%0.13%
-9.8%
Q4 2023$1,969
-1.5%
38,573
-9.2%
0.14%
-19.7%
Q3 2023$1,998
-18.9%
42,503
-15.1%
0.18%
-21.6%
Q2 2023$2,465
+0.9%
50,0800.0%0.23%
-14.0%
Q1 2023$2,442
+1.7%
50,080
-5.1%
0.26%
-14.3%
Q4 2022$2,402
-99.9%
52,790
-2.3%
0.31%
+18.0%
Q3 2022$2,161,000
-11.8%
54,016
-0.7%
0.26%
-16.6%
Q2 2022$2,449,000
-52.6%
54,416
-44.9%
0.31%
-12.6%
Q1 2022$5,164,000
+42.1%
98,790
+51.1%
0.36%
-8.7%
Q4 2021$3,634,000
+30.7%
65,363
+30.3%
0.39%
+34.2%
Q3 2021$2,780,000
-11.4%
50,168
-8.1%
0.29%
-3.6%
Q2 2021$3,138,000
-54.7%
54,568
-56.5%
0.30%
-60.0%
Q1 2021$6,927,000
+49.4%
125,530
+43.6%
0.76%
+38.9%
Q4 2020$4,637,000
-37.8%
87,430
-46.1%
0.54%
-41.7%
Q3 2020$7,456,000
+84.9%
162,125
+73.8%
0.94%
+67.3%
Q2 2020$4,033,000
+95.0%
93,280
+69.8%
0.56%
+60.2%
Q1 2020$2,068,000
-10.5%
54,923
+16.8%
0.35%
-7.4%
Q4 2019$2,310,000
+377.3%
47,030
+295.5%
0.38%
+81.2%
Q2 2013$484,00011,8900.21%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders