CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 197 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q3 2017
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders