Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 343 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$203,179
-30.2%
4,469
-24.0%
0.01%
-26.7%
Q2 2023$290,922
-2.6%
5,878
-2.1%
0.02%
-11.8%
Q1 2023$298,655
+49.1%
6,007
+47.3%
0.02%
+41.7%
Q4 2022$200,339
-70.5%
4,078
-66.2%
0.01%
-52.0%
Q2 2021$680,000
+71.7%
12,052
+74.4%
0.02%
-24.2%
Q1 2021$396,000
+3.1%
6,910
-0.2%
0.03%
-8.3%
Q4 2020$384,000
+19.3%
6,9260.0%0.04%
-5.3%
Q3 2020$322,000
+0.9%
6,9260.0%0.04%
-5.0%
Q2 2020$319,000
+21.8%
6,926
+4.4%
0.04%0.0%
Q1 2020$262,000
-20.8%
6,6370.0%0.04%
-2.4%
Q4 2019$331,000
+4628.6%
6,637
+3850.6%
0.04%
+4000.0%
Q3 2018$7,000
-12.5%
1680.0%0.00%0.0%
Q2 2018$8,0000.0%1680.0%0.00%0.0%
Q1 2018$8,0000.0%1680.0%0.00%0.0%
Q4 2017$8,0000.0%1680.0%0.00%0.0%
Q3 2017$8,0001680.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders