SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 335 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,115,020
-7.1%
87,535
-2.7%
0.11%
-5.3%
Q2 2023$4,429,259
-2.3%
89,989
-3.2%
0.11%
-8.9%
Q1 2023$4,532,294
-2.3%
92,932
-8.8%
0.12%
-8.8%
Q4 2022$4,636,963
+11.7%
101,911
-1.8%
0.14%
-4.2%
Q3 2022$4,153,000
-19.8%
103,787
-9.8%
0.14%
-19.3%
Q2 2022$5,177,000
-16.6%
115,040
-3.2%
0.18%
-5.9%
Q1 2022$6,211,000
-7.2%
118,822
-1.3%
0.19%
-9.2%
Q4 2021$6,691,000
-0.6%
120,341
-0.9%
0.21%
-11.2%
Q3 2021$6,729,000
-7.9%
121,449
-4.4%
0.23%
-20.3%
Q2 2021$7,303,000
+4.4%
126,985
+0.2%
0.29%
-5.8%
Q1 2021$6,996,000
-2.2%
126,785
-6.0%
0.31%
-8.3%
Q4 2020$7,155,000
+2.9%
134,905
-10.8%
0.34%
-9.4%
Q3 2020$6,954,000
-5.8%
151,211
-11.4%
0.37%
-16.6%
Q2 2020$7,379,000
+124.0%
170,644
+95.0%
0.45%
+56.5%
Q1 2020$3,294,000
-41.0%
87,498
-23.0%
0.28%
-30.8%
Q4 2019$5,583,000
+2.4%
113,669
-4.0%
0.41%
-8.0%
Q3 2019$5,452,000
-0.9%
118,392
+0.6%
0.45%
-5.9%
Q2 2019$5,503,000
+1.4%
117,676
+0.4%
0.48%
+3.0%
Q1 2019$5,426,000
-53.8%
117,260
-58.1%
0.46%
-57.8%
Q4 2018$11,751,000
+3033.6%
280,057
+3464.9%
1.10%
+2781.6%
Q3 2018$375,000
+28.4%
7,856
+27.3%
0.04%
+15.2%
Q2 2018$292,000
+41.1%
6,173
+48.3%
0.03%
+37.5%
Q1 2018$207,000
-0.5%
4,1630.0%0.02%
-4.0%
Q4 2017$208,000
+1200.0%
4,163
+1007.2%
0.02%
+1150.0%
Q3 2016$16,000
+6.7%
3760.0%0.00%0.0%
Q2 2016$15,0000.0%376
+0.3%
0.00%
-33.3%
Q1 2016$15,000
+7.1%
375
+7.4%
0.00%0.0%
Q4 2015$14,000
-95.6%
349
-95.7%
0.00%
-95.9%
Q3 2015$320,000
-11.6%
8,204
+0.2%
0.07%
-6.4%
Q2 2015$362,000
-57.3%
8,185
-56.8%
0.08%
-62.0%
Q1 2015$847,000
+3.9%
18,953
+0.0%
0.20%
+1.0%
Q4 2014$815,000
+56.4%
18,950
+65.5%
0.20%
+19.4%
Q3 2014$521,000
+2505.0%
11,452
+2594.6%
0.17%
+2328.6%
Q2 2014$20,0000.0%4250.0%0.01%
-12.5%
Q1 2014$20,0000.0%4250.0%0.01%
+14.3%
Q4 2013$20,000
+5.3%
4250.0%0.01%
-12.5%
Q3 2013$19,0004250.01%
Other shareholders
ISHARES TR shareholders Q1 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