Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$276,000
+0.4%
4,9580.0%0.00%0.0%
Q3 2021$275,000
-3.5%
4,9580.0%0.00%0.0%
Q2 2021$285,000
+4.0%
4,9580.0%0.00%0.0%
Q1 2021$274,000
+4.2%
4,9580.0%0.00%0.0%
Q4 2020$263,000
+7.8%
4,958
-6.5%
0.00%0.0%
Q3 2020$244,000
+6.6%
5,3000.0%0.00%
-60.0%
Q2 2020$229,000
-26.6%
5,300
-16.6%
0.01%0.0%
Q4 2019$312,000
+6.5%
6,3580.0%0.01%0.0%
Q3 2019$293,000
-10.7%
6,358
-9.3%
0.01%0.0%
Q2 2019$328,000
+0.9%
7,011
-0.2%
0.01%0.0%
Q1 2019$325,000
+10.2%
7,0220.0%0.01%0.0%
Q4 2018$295,000
-11.9%
7,0220.0%0.01%0.0%
Q3 2018$335,000
-5.1%
7,022
-6.1%
0.01%
-9.1%
Q2 2018$353,000
-5.1%
7,4780.0%0.01%
-8.3%
Q1 2018$372,000
-7.2%
7,478
-6.7%
0.01%
-7.7%
Q4 2017$401,000
-4.8%
8,019
-8.0%
0.01%
-13.3%
Q3 2017$421,0000.0%8,713
-5.7%
0.02%
-6.2%
Q2 2017$421,000
+1.0%
9,243
-3.3%
0.02%
-5.9%
Q1 2017$417,000
-11.3%
9,556
-18.0%
0.02%
-15.0%
Q4 2016$470,000
-6.9%
11,659
-4.2%
0.02%
-4.8%
Q3 2016$505,000
-33.6%
12,168
-37.6%
0.02%
-34.4%
Q2 2016$760,000
-93.5%
19,512
-93.4%
0.03%
-93.6%
Q1 2016$11,689,000
-8.5%
296,069
-8.2%
0.50%
-9.4%
Q4 2015$12,781,000
+1.1%
322,660
-0.3%
0.55%
+0.4%
Q3 2015$12,639,000
-24.9%
323,654
-15.0%
0.55%
-15.2%
Q2 2015$16,831,000
+4.6%
380,966
+5.9%
0.65%
+7.1%
Q1 2015$16,088,000
+10.9%
359,905
+6.7%
0.61%
+10.0%
Q4 2014$14,513,000
-34.5%
337,347
-30.7%
0.55%
-34.5%
Q3 2014$22,146,000
+53.6%
486,939
+62.2%
0.84%
+57.6%
Q2 2014$14,415,000
+6.5%
300,184
+3.3%
0.54%
+2.5%
Q1 2014$13,538,0000.0%290,689
+0.2%
0.52%0.0%
Q4 2013$13,538,000
+32.8%
290,074
+27.6%
0.52%
+27.0%
Q3 2013$10,191,000
+6.8%
227,384
-3.0%
0.41%
+2.5%
Q2 2013$9,540,000234,3540.40%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders