Freestone Capital Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Freestone Capital Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$730,077
-8.9%
15,530
-4.6%
0.04%
+21.9%
Q2 2023$801,343
+2.4%
16,281
+1.5%
0.03%
-8.6%
Q1 2023$782,567
+5.3%
16,046
-1.8%
0.04%
+2.9%
Q4 2022$743,428
+30.9%
16,339
+15.1%
0.03%
+30.8%
Q3 2022$568,000
-11.0%
14,200
+0.1%
0.03%
+8.3%
Q2 2022$638,000
-20.6%
14,180
-7.8%
0.02%
-25.0%
Q1 2022$804,000
-5.7%
15,384
+0.2%
0.03%
-11.1%
Q4 2021$853,000
+8.7%
15,349
+8.4%
0.04%
-7.7%
Q3 2021$785,000
-3.3%
14,160
+0.3%
0.04%
-4.9%
Q2 2021$812,000
+5.0%
14,113
+0.7%
0.04%
-2.4%
Q1 2021$773,000
-99.8%
14,014
+123.7%
0.04%
+121.1%
Q4 2020$332,354,000
+23.8%
6,266
+7.4%
0.02%
+11.8%
Q3 2020$268,359,000
+94726.5%
5,835
-10.8%
0.02%
+466.7%
Q2 2020$283,000
-34.3%
6,541
-42.8%
0.00%
-66.7%
Q1 2020$431,000
-65.3%
11,436
-54.8%
0.01%
-65.4%
Q4 2019$1,242,000
-3.2%
25,285
-9.2%
0.03%
-16.1%
Q3 2019$1,283,000
+253.4%
27,856
+258.8%
0.03%
+244.4%
Q2 2019$363,000
-30.9%
7,763
-31.6%
0.01%
-71.0%
Q1 2019$525,000
-92.0%
11,344
-92.8%
0.03%
-93.0%
Q4 2018$6,583,000
+1334.2%
156,885
+1528.8%
0.45%
+14766.7%
Q3 2018$459,000
+32.3%
9,632
+31.1%
0.00%
+50.0%
Q2 2018$347,0000.0%7,348
+5.1%
0.00%
-90.0%
Q1 2018$347,000
-0.6%
6,9930.0%0.02%
-16.7%
Q4 2017$349,000
+10.1%
6,993
+6.7%
0.02%
+4.3%
Q3 2017$317,000
-53.6%
6,553
-56.2%
0.02%
-56.6%
Q2 2017$683,000
+75.1%
14,978
+51.6%
0.05%
+29.3%
Q1 2016$390,000
-94.4%
9,878
-94.4%
0.04%
-94.4%
Q4 2015$7,014,000
+559.8%
177,087
+550.7%
0.73%
+531.3%
Q3 2015$1,063,00027,2140.12%
Other shareholders
ISHARES TR shareholders Q3 2023
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