Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$377,508
+3.9%
7,741
-3.0%
0.02%
-12.5%
Q4 2022$363,262
+17.2%
7,984
+3.1%
0.02%
+9.1%
Q3 2022$310,000
+53.5%
7,747
+72.8%
0.02%
+57.1%
Q2 2022$202,000
-4.7%
4,484
+10.4%
0.01%
+7.7%
Q1 2022$212,000
-4.1%
4,061
+2.4%
0.01%
-7.1%
Q4 2021$221,000
+9.4%
3,966
+8.7%
0.01%
-6.7%
Q3 2021$202,0003,6470.02%
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