Ballentine Partners, 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
Ballentine Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,008,778
+69.8%
85,275
+77.8%
0.09%
+74.1%
Q2 2023$2,360,591
+0.9%
47,9600.0%0.05%
-8.5%
Q1 2023$2,339,009
+46680.2%
47,960
+36792.3%
0.06%
Q2 2016$5,000
-85.3%
130
-84.9%
0.00%
-100.0%
Q1 2016$34,0008620.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,416,111$178,560,00012.61%
TLWM 451,528$23,598,0008.23%
GERMAN AMERICAN BANCORP, INC. 1,022,881$53,466,0007.81%
SIMON QUICK ADVISORS, LLC 326,687$17,076,0004.84%
CUMBERLAND ADVISORS INC 318,340$16,640,0003.86%
GM Advisory Group, LLC 605,163$31,632,0003.76%
Surevest, LLC 292,837$15,307,0003.69%
Legacy Private Trust Co. 900,266$47,057,0003.65%
Dentgroup LLC 65,737$3,436,0003.31%
Cadence Bank 453,240$23,691,0002.95%
View complete list of ISHARES TR shareholders