HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$266,359
-18.2%
5,666
-14.4%
0.01%
-14.3%
Q2 2023$325,788
+31.2%
6,619
+30.0%
0.01%
+27.3%
Q1 2023$248,337
+35995.5%
5,092
-66.3%
0.01%
-42.1%
Q4 2022$688
-99.8%
15,124
+82.5%
0.02%
-29.6%
Q2 2022$373,000
+26.4%
8,285
+46.7%
0.03%
+68.8%
Q1 2022$295,000
-31.6%
5,649
-35.6%
0.02%
-57.9%
Q4 2019$431,000
-0.2%
8,774
-6.5%
0.04%
-7.3%
Q3 2019$432,000
-38.8%
9,380
-37.9%
0.04%
-39.7%
Q2 2019$706,000
+56.2%
15,096
+54.5%
0.07%
+51.1%
Q1 2019$452,000
-82.9%
9,769
-84.5%
0.04%
-85.1%
Q4 2018$2,641,000
+310.1%
62,933
+366.4%
0.30%
+313.7%
Q3 2018$644,000
-41.5%
13,494
-42.1%
0.07%
-42.5%
Q2 2018$1,101,00023,3050.13%
Other shareholders
ISHARES TR shareholders Q1 2023
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