Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 279 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$45
-6.2%
843
-6.9%
0.01%0.0%
Q1 2024$48
+4.3%
9050.0%0.01%0.0%
Q4 2023$46
+7.0%
9050.0%0.01%
-14.3%
Q3 2023$43
-4.4%
9050.0%0.01%0.0%
Q2 2023$45
+2.3%
9050.0%0.01%0.0%
Q1 2023$44
+7.3%
9050.0%0.01%0.0%
Q4 2022$41
-99.9%
905
+18.3%
0.01%
+16.7%
Q3 2022$31,000
-8.8%
7650.0%0.01%0.0%
Q2 2022$34,000
-15.0%
7650.0%0.01%
-14.3%
Q1 2022$40,000
-7.0%
7650.0%0.01%0.0%
Q4 2021$43,000
+2.4%
7650.0%0.01%0.0%
Q3 2021$42,000
-4.5%
7650.0%0.01%
-12.5%
Q2 2021$44,000
+4.8%
7650.0%0.01%0.0%
Q1 2021$42,000
-2.3%
765
-6.7%
0.01%
-11.1%
Q4 2020$43,000
+13.2%
8200.0%0.01%0.0%
Q3 2020$38,000
-24.0%
820
-7.7%
0.01%
-30.8%
Q2 2020$50,000
+212.5%
888
+107.0%
0.01%
+160.0%
Q1 2020$16,000
-23.8%
4290.0%0.01%0.0%
Q4 2019$21,000
+5.0%
4290.0%0.01%
-16.7%
Q3 2019$20,0000.0%4290.0%0.01%0.0%
Q2 2019$20,0000.0%4290.0%0.01%
+20.0%
Q1 2019$20,000
+11.1%
4290.0%0.01%0.0%
Q4 2018$18,000
-10.0%
4290.0%0.01%
-16.7%
Q3 2018$20,0000.0%4290.0%0.01%0.0%
Q2 2018$20,000
-4.8%
4290.0%0.01%
-14.3%
Q1 2018$21,0000.0%4290.0%0.01%0.0%
Q4 2017$21,0000.0%4290.0%0.01%0.0%
Q3 2017$21,000
+5.0%
4290.0%0.01%0.0%
Q2 2017$20,000
+5.3%
4290.0%0.01%0.0%
Q1 2017$19,000
+11.8%
4290.0%0.01%0.0%
Q4 2016$17,0004290.01%
Other shareholders
ISHARES TR shareholders Q2 2020
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