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

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. 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 Q3 2021
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