Waverly Advisors, 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
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$218,000
-3.5%
4,1740.0%0.02%
-10.0%
Q4 2021$226,000
-4.6%
4,174
+1.7%
0.02%0.0%
Q3 2021$237,000
+0.4%
4,1050.0%0.02%
-9.1%
Q2 2021$236,000
+0.9%
4,105
+1.1%
0.02%
-4.3%
Q1 2021$234,000
+2.2%
4,0620.0%0.02%
-4.2%
Q4 2020$229,000
+6.0%
4,062
-11.1%
0.02%
-29.4%
Q2 2018$216,0004,5710.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders