Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 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 Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders