CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 153 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$5,103,000
-13.7%
107,002
-14.5%
0.09%
-16.3%
Q2 2018$5,914,000
-6.7%
125,173
-1.8%
0.10%
-11.1%
Q1 2018$6,336,000
-0.5%
127,519
-0.0%
0.12%
+0.9%
Q4 2017$6,371,000
+5.1%
127,543
+1.7%
0.12%0.0%
Q3 2017$6,062,000
+64.3%
125,369
+54.6%
0.12%
-29.3%
Q3 2014$3,689,00081,1150.16%
Other shareholders
ISHARES TR shareholders Q4 2014
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