Marquette Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marquette Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,185
+6.2%
700.0%0.00%0.0%
Q3 2022$3,0000.0%700.0%0.00%0.0%
Q2 2022$3,000
-25.0%
700.0%0.00%0.0%
Q1 2022$4,0000.0%700.0%0.00%0.0%
Q4 2021$4,0000.0%700.0%0.00%0.0%
Q3 2021$4,0000.0%700.0%0.00%0.0%
Q2 2021$4,0000.0%700.0%0.00%0.0%
Q1 2021$4,0000.0%700.0%0.00%0.0%
Q4 2020$4,000
-42.9%
70
-52.7%
0.00%
-50.0%
Q3 2020$7,000
+16.7%
1480.0%0.00%0.0%
Q2 2020$6,0000.0%1480.0%0.00%0.0%
Q1 2020$6,000
-14.3%
1480.0%0.00%0.0%
Q4 2019$7,0000.0%1480.0%0.00%0.0%
Q3 2019$7,0000.0%1480.0%0.00%0.0%
Q2 2019$7,0000.0%1480.0%0.00%0.0%
Q1 2019$7,0001480.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders