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 ↓
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