Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 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 Q3 2021
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