Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$568,090
-52.2%
12,084
-50.0%
0.02%0.0%
Q2 2023$1,189,592
+256.2%
24,168
+189.3%
0.02%
-20.7%
Q3 2022$334,000
-11.2%
8,3550.0%0.03%
-6.5%
Q2 2022$376,000
+18.6%
8,355
+37.9%
0.03%
+40.9%
Q1 2022$317,000
+692.5%
6,057
+699.1%
0.02%
+340.0%
Q4 2020$40,000
+400.0%
758
+373.8%
0.01%
+66.7%
Q3 2017$8,000
+14.3%
1600.0%0.00%
+50.0%
Q2 2017$7,0000.0%160
+1.3%
0.00%
+100.0%
Q1 2017$7,0000.0%1580.0%0.00%
-50.0%
Q4 2016$7,000
+16.7%
158
+1.3%
0.00%0.0%
Q3 2016$6,0000.0%1560.0%0.00%0.0%
Q2 2016$6,000
-98.2%
156
-98.1%
0.00%
-93.1%
Q3 2011$334,0008,3550.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders