Alpha Cubed Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$479,000
-24.4%
9,168
-19.6%
0.03%
-24.4%
Q4 2021$634,000
-2.2%
11,399
-2.5%
0.04%
-16.3%
Q3 2021$648,000
-75.1%
11,697
-74.2%
0.05%
-73.9%
Q2 2021$2,606,000
+3.0%
45,307
-1.2%
0.19%
-4.6%
Q1 2021$2,530,000
+131.1%
45,847
+122.1%
0.20%
+109.6%
Q4 2020$1,095,000
+14.3%
20,638
-0.9%
0.09%
+2.2%
Q3 2020$958,000
+5.4%
20,835
-0.9%
0.09%
-7.1%
Q2 2020$909,000
+4.2%
21,025
-9.2%
0.10%
-5.7%
Q1 2020$872,00023,1490.10%
Other shareholders
ISHARES TR shareholders Q4 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