Horizon Investments, 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
Horizon Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,624
-34.7%
33
-35.3%
0.00%
Q1 2023$2,487
-100.0%
51
-100.0%
0.00%
-100.0%
Q3 2019$142,224,000
+79.4%
3,088,460
+56.9%
5.76%
+5.5%
Q4 2016$79,265,000
-54.2%
1,968,330
-55.7%
5.46%
-57.8%
Q2 2016$172,913,000
+133.6%
4,438,211
+136.8%
12.96%
+118.1%
Q1 2016$74,009,000
-53.0%
1,874,583
-52.9%
5.94%
-52.0%
Q4 2015$157,484,000
+324.7%
3,975,855
+379.2%
12.38%
+251.8%
Q1 2015$37,085,000
+2139.4%
829,649
+2055.5%
3.52%
+1994.0%
Q4 2014$1,656,000
-3.8%
38,490
+1.6%
0.17%
-6.7%
Q3 2014$1,722,000
-97.7%
37,866
-97.6%
0.18%
-98.0%
Q2 2014$75,310,000
+50.8%
1,568,306
+46.3%
9.00%
+39.1%
Q1 2014$49,927,000
-22.7%
1,072,083
-22.6%
6.48%
-34.1%
Q4 2013$64,624,0001,384,6979.82%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders