Polaris Wealth Advisory Group, 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
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$10,297,000
-7.9%
259,959
-9.2%
1.66%
-27.3%
Q3 2015$11,175,000
-56.7%
286,182
-51.1%
2.29%
-55.5%
Q2 2015$25,835,000
+81.5%
584,762
+83.7%
5.14%
+98.5%
Q1 2015$14,232,000
+12.1%
318,379
+7.9%
2.59%
-0.9%
Q4 2014$12,699,000
-5.4%
295,196
+0.0%
2.61%
-13.4%
Q3 2014$13,421,000
+2305.2%
295,101
+2438.1%
3.01%
+2329.8%
Q2 2014$558,000
-4.1%
11,627
-6.9%
0.12%
-8.8%
Q1 2014$582,000
+2.3%
12,487
+2.5%
0.14%
-2.9%
Q4 2013$569,00012,1870.14%
Other shareholders
ISHARES TR shareholders Q3 2023
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