ASPIRIANT, 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ASPIRIANT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$219,584
-4.5%
4,6710.0%0.01%
-8.3%
Q2 2023$229,907
+0.9%
4,6710.0%0.01%0.0%
Q1 2023$227,805
+7.2%
4,6710.0%0.01%
+9.1%
Q4 2022$212,531
+1.2%
4,6710.0%0.01%
+10.0%
Q2 2022$210,000
-36.6%
4,671
-26.3%
0.01%
-44.4%
Q1 2022$331,000
-6.0%
6,3340.0%0.02%
-5.3%
Q4 2021$352,000
+0.3%
6,3340.0%0.02%
-9.5%
Q3 2021$351,000
-3.8%
6,3340.0%0.02%0.0%
Q2 2021$365,000
+4.6%
6,3340.0%0.02%
-4.5%
Q1 2021$349,000
+3.9%
6,3340.0%0.02%
-4.3%
Q4 2020$336,000
+15.5%
6,3340.0%0.02%0.0%
Q3 2020$291,000
+6.2%
6,3340.0%0.02%
-8.0%
Q2 2020$274,000
-18.2%
6,334
-28.8%
0.02%
-24.2%
Q1 2020$335,000
-88.4%
8,901
-85.8%
0.03%
-87.2%
Q3 2019$2,878,000
-48.3%
62,499
-47.5%
0.26%
-44.5%
Q2 2019$5,571,000
+0.9%
119,143
-0.2%
0.46%
+3.1%
Q1 2019$5,523,000
+10.2%
119,3700.0%0.45%
+18.7%
Q4 2018$5,010,000
-12.1%
119,370
-0.1%
0.38%
-22.0%
Q3 2018$5,700,000
+0.9%
119,5110.0%0.49%
+0.6%
Q2 2018$5,647,000
-4.9%
119,5110.0%0.48%
-6.6%
Q1 2018$5,939,000
+4.3%
119,511
+1.5%
0.52%
+8.6%
Q3 2017$5,692,000
+1312.4%
117,717
+1040.3%
0.48%
+1345.5%
Q3 2015$403,000
-65.8%
10,323
-61.3%
0.03%
-71.3%
Q2 2015$1,177,000
+5.9%
26,642
+7.2%
0.12%
-20.1%
Q1 2015$1,111,000
+3.9%
24,8490.0%0.14%
+0.7%
Q4 2014$1,069,000
-5.4%
24,8490.0%0.14%
-9.5%
Q3 2014$1,130,000
-5.3%
24,8490.0%0.16%
-3.7%
Q2 2014$1,193,000
+3.1%
24,8490.0%0.16%
-2.4%
Q1 2014$1,157,000
-31.5%
24,849
-31.3%
0.17%
-36.1%
Q4 2013$1,689,000
+4.1%
36,1830.0%0.26%
-9.3%
Q3 2013$1,622,000
-23.8%
36,183
-30.8%
0.29%
-13.2%
Q2 2013$2,128,00052,2640.33%
Other shareholders
ISHARES TR shareholders Q4 2021
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