Waldron Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$320
+0.6%
6,568
-17.5%
0.02%
-20.0%
Q4 2022$318
-99.9%
7,9630.0%0.02%0.0%
Q3 2022$318,000
+15.2%
7,963
+50.7%
0.02%
+42.9%
Q1 2022$276,000
+5.3%
5,283
+12.1%
0.01%
+7.7%
Q4 2021$262,000
+1.2%
4,711
+0.7%
0.01%
-13.3%
Q3 2021$259,000
+4.9%
4,677
+8.5%
0.02%
-6.2%
Q2 2021$247,000
+10.8%
4,310
+6.2%
0.02%
+6.7%
Q1 2021$223,000
-6.3%
4,057
-16.6%
0.02%
-28.6%
Q4 2019$238,000
+19.0%
4,865
+11.6%
0.02%
+5.0%
Q3 2019$200,000
-73.8%
4,360
-73.3%
0.02%
-75.3%
Q2 2019$764,0000.0%16,342
-1.1%
0.08%
-5.8%
Q1 2019$764,000
+12.7%
16,523
+2.1%
0.09%
-12.2%
Q4 2018$678,000
-14.1%
16,178
-2.2%
0.10%
-36.4%
Q3 2018$789,000
+10.7%
16,548
+9.6%
0.15%
-0.6%
Q2 2018$713,000
+4.1%
15,099
+9.4%
0.16%
+0.6%
Q1 2018$685,000
+8.6%
13,804
+9.2%
0.15%
+3.4%
Q4 2017$631,000
+4.6%
12,646
+1.4%
0.15%
-11.8%
Q3 2017$603,000
+6.2%
12,4750.0%0.17%
-6.1%
Q2 2017$568,000
+4.4%
12,4750.0%0.18%
+31.4%
Q1 2017$544,000
+8.4%
12,4750.0%0.14%
-20.3%
Q4 2016$502,000
-2.9%
12,4750.0%0.17%
-8.0%
Q3 2016$517,000
+6.4%
12,4750.0%0.19%
+4.5%
Q2 2016$486,000
-18.9%
12,475
-17.8%
0.18%
-20.8%
Q1 2016$599,000
-0.3%
15,1750.0%0.23%
+0.9%
Q4 2015$601,000
-69.5%
15,175
-70.0%
0.22%
-73.7%
Q3 2015$1,973,000
-47.7%
50,525
-40.8%
0.85%
-42.8%
Q2 2015$3,772,000
-1.2%
85,3900.0%1.49%
-4.1%
Q1 2015$3,817,000
-0.1%
85,390
-3.9%
1.55%
-2.3%
Q4 2014$3,822,000
+69.8%
88,834
+79.4%
1.59%
+48.6%
Q3 2014$2,251,000
-5.3%
49,5140.0%1.07%
-2.6%
Q2 2014$2,378,000
-99.9%
49,514
-7.8%
1.10%
-9.8%
Q1 2014$2,500,995,000
+99859.8%
53,704
+0.2%
1.22%
+6.7%
Q4 2013$2,502,00053,6141.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders