J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 275 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,918,732
-1.5%
59,847
-8.1%
0.21%
-8.8%
Q4 2022$2,961,817
+33.7%
65,094
+17.5%
0.23%
+23.2%
Q3 2022$2,216,000
-2.3%
55,378
+9.8%
0.18%
+2.2%
Q2 2022$2,269,000
+0.8%
50,414
+17.0%
0.18%
+19.9%
Q1 2022$2,252,000
+9.3%
43,074
+16.3%
0.15%
+12.7%
Q4 2021$2,060,000
+14.1%
37,042
+18.0%
0.13%
-5.6%
Q2 2021$1,805,000
+7.8%
31,392
+3.5%
0.14%
-11.8%
Q1 2021$1,674,000
+7.0%
30,343
+2.9%
0.16%
-1.2%
Q4 2020$1,565,000
+10.8%
29,502
-3.9%
0.16%
+50.9%
Q3 2020$1,412,000
+37.6%
30,693
+29.3%
0.11%
-29.9%
Q2 2020$1,026,000
+18.6%
23,739
+34.8%
0.15%
+41.3%
Q4 2019$865,00017,6090.11%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders