Loudon Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 454 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Loudon Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$407,029
-2.0%
7,661
-1.5%
0.24%0.0%
Q1 2024$415,428
-4.0%
7,781
-8.3%
0.24%
-10.8%
Q4 2023$432,870
+34.0%
8,481
+23.4%
0.27%
+20.7%
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%
4,7450.0%0.20%
+7.1%
Q3 2020$218,000
+6.3%
4,7450.0%0.18%
+4.0%
Q2 2020$205,0004,7450.18%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders