Beta Wealth Group, Inc. - 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
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,560,687
+0.8%
54,471
+5.5%
1.51%
+3.1%
Q2 2023$2,541,255
-0.7%
51,631
-1.6%
1.47%
+0.3%
Q1 2023$2,558,143
+1.2%
52,453
-5.6%
1.46%
-13.8%
Q4 2022$2,528,625
+10.7%
55,574
-2.7%
1.70%
+3.1%
Q3 2022$2,285,000
-16.7%
57,121
-6.3%
1.65%
-10.5%
Q2 2022$2,743,000
-14.1%
60,966
-0.3%
1.84%
-14.0%
Q1 2022$3,195,000
+9.5%
61,130
+16.1%
2.14%
+1.6%
Q4 2021$2,917,0000.0%52,6390.0%2.10%0.0%
Q3 2021$2,917,000
+1.9%
52,639
+5.7%
2.10%
+5.5%
Q2 2021$2,863,000
+6.2%
49,785
+1.9%
1.99%
+1.7%
Q1 2021$2,696,000
+0.6%
48,867
-3.3%
1.96%
-14.8%
Q4 2020$2,680,00050,5212.30%
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