ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,817 | -98.1% | 11,717 | -98.0% | 0.00% | -97.4% |
| Q2 2023 | $29,509,322 | +18.0% | 599,533 | +16.9% | 0.12% | +94.9% |
| Q1 2023 | $25,008,304 | +33.6% | 512,770 | +24.6% | 0.06% | -50.8% |
| Q4 2022 | $18,724,870 | +17.4% | 411,531 | +3.2% | 0.12% | -37.5% |
| Q3 2022 | $15,954,000 | -14.5% | 398,763 | -3.8% | 0.19% | -6.8% |
| Q2 2022 | $18,652,000 | +29.8% | 414,480 | +50.8% | 0.21% | -7.6% |
| Q1 2022 | $14,368,000 | +584.2% | 274,873 | +627.7% | 0.22% | +596.9% |
| Q4 2021 | $2,100,000 | +90.9% | 37,771 | +82.3% | 0.03% | -8.6% |
| Q4 2020 | $1,100,000 | +35.8% | 20,714 | +17.3% | 0.04% | +6.1% |
| Q3 2020 | $810,000 | +9.3% | 17,666 | +3.0% | 0.03% | -19.5% |
| Q2 2020 | $741,000 | +13.3% | 17,159 | -0.8% | 0.04% | 0.0% |
| Q1 2020 | $654,000 | +13.7% | 17,291 | +47.8% | 0.04% | +41.4% |
| Q4 2019 | $575,000 | +2.0% | 11,702 | -13.0% | 0.03% | -23.7% |
| Q4 2018 | $564,000 | – | 13,450 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 469,220 | $24,887,000 | 9.95% |
| GERMAN AMERICAN BANCORP, INC. | 864,647 | $45,861,000 | 9.04% |
| Johnson Financial Group, Inc. | 1,433,247 | $76,019,000 | 6.50% |
| Epstein & White Financial LLC | 387,462 | $20,542,000 | 6.30% |
| CUMBERLAND ADVISORS INC | 254,995 | $13,525,000 | 4.95% |
| VERITY Wealth Advisors | 90,776 | $4,815,000 | 4.38% |
| New England Investment & Retirement Group, Inc. | 345,470 | $18,324,000 | 4.27% |
| Royal Harbor Partners, LLC | 79,545 | $4,219,000 | 3.53% |
| SIMON QUICK ADVISORS, LLC | 220,121 | $11,675,000 | 3.52% |
| Legacy Private Trust Co. | 642,716 | $34,089,000 | 3.22% |