TWIN FOCUS CAPITAL PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$797,877
+7.2%
16,3600.0%0.16%
+1.9%
Q4 2022$744,380
-14.1%
16,360
-24.5%
0.16%
-25.8%
Q3 2022$867,000
-8.7%
21,681
+2.7%
0.21%
-1.9%
Q2 2022$950,000
-14.6%
21,111
-0.8%
0.21%
-1.4%
Q1 2022$1,112,000
-6.0%
21,2710.0%0.22%
-8.9%
Q4 2021$1,183,000
+0.3%
21,2710.0%0.24%
-13.8%
Q3 2021$1,179,000
+28.0%
21,271
+32.8%
0.28%
+29.1%
Q2 2021$921,000
+48.5%
16,016
+42.5%
0.21%
+20.3%
Q1 2021$620,000
+63.6%
11,243
+57.4%
0.18%
+52.6%
Q4 2020$379,000
-70.5%
7,143
-72.7%
0.12%
-71.9%
Q4 2019$1,283,000
+8.4%
26,125
+1.6%
0.41%
-11.4%
Q3 2019$1,184,000
-1.5%
25,7150.0%0.47%
-7.9%
Q2 2019$1,202,000
+1.2%
25,715
+0.1%
0.51%
-9.2%
Q1 2019$1,188,000
+10.3%
25,680
+0.0%
0.56%
+15.6%
Q4 2018$1,077,00025,6790.48%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders