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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,006 | -14.2% | 6,871 | -10.1% | 0.22% | -10.5% |
| Q2 2023 | $376,336 | +4.1% | 7,646 | +3.2% | 0.25% | -0.8% |
| Q1 2023 | $361,434 | +11.7% | 7,411 | +4.2% | 0.25% | +6.8% |
| Q4 2022 | $323,551 | +16.0% | 7,111 | +1.9% | 0.23% | +5.4% |
| Q3 2022 | $279,000 | -6.1% | 6,976 | +5.7% | 0.22% | -0.4% |
| Q2 2022 | $297,000 | -18.2% | 6,600 | -4.9% | 0.22% | -6.7% |
| Q1 2022 | $363,000 | -4.7% | 6,939 | +1.3% | 0.24% | -1.6% |
| Q4 2021 | $381,000 | +2.7% | 6,850 | +2.2% | 0.24% | -8.0% |
| Q3 2021 | $371,000 | +6.9% | 6,700 | +10.9% | 0.26% | +11.4% |
| Q2 2021 | $347,000 | +9.8% | 6,040 | +5.6% | 0.24% | +4.4% |
| Q1 2021 | $316,000 | +25.4% | 5,720 | +20.5% | 0.23% | +15.2% |
| Q4 2020 | $252,000 | +15.6% | 4,745 | 0.0% | 0.20% | +7.1% |
| Q3 2020 | $218,000 | +6.3% | 4,745 | 0.0% | 0.18% | +4.0% |
| Q2 2020 | $205,000 | – | 4,745 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 469,220 | $24,887,000 | 9.95% |
| GERMAN AMERICAN BANCORP, INC. | 864,647 | $45,861,000 | 9.04% |
| Johnson Financial Group, Inc. | 1,433,247 | $76,019,000 | 6.50% |
| Epstein & White Financial LLC | 387,462 | $20,542,000 | 6.30% |
| CUMBERLAND ADVISORS INC | 254,995 | $13,525,000 | 4.95% |
| VERITY Wealth Advisors | 90,776 | $4,815,000 | 4.38% |
| New England Investment & Retirement Group, Inc. | 345,470 | $18,324,000 | 4.27% |
| Royal Harbor Partners, LLC | 79,545 | $4,219,000 | 3.53% |
| SIMON QUICK ADVISORS, LLC | 220,121 | $11,675,000 | 3.52% |
| Legacy Private Trust Co. | 642,716 | $34,089,000 | 3.22% |