GM Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GM Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,578,879
-1.3%
544,116
+3.4%
2.09%
-2.6%
Q2 2023$25,910,429
+12.6%
526,421
+11.6%
2.14%
+2.4%
Q1 2023$23,004,628
+23.8%
471,696
+15.5%
2.10%
+5.6%
Q4 2022$18,588,629
-23.5%
408,541
-32.7%
1.98%
-35.1%
Q3 2022$24,290,000
-4.8%
607,105
+7.1%
3.06%
-23.2%
Q2 2022$25,513,000
-19.3%
566,964
-6.3%
3.98%
+5.7%
Q1 2022$31,632,000
-8.8%
605,163
-3.0%
3.76%
+21.7%
Q4 2021$34,699,000
+8.6%
624,078
+8.2%
3.09%
-4.1%
Q3 2021$31,962,000
+4.5%
576,819
+8.4%
3.22%
+2.7%
Q2 2021$30,600,000
+15.9%
532,082
+11.2%
3.14%
-0.9%
Q1 2021$26,393,000
+14.6%
478,304
+10.2%
3.17%
+2.7%
Q4 2020$23,022,000
+22.6%
434,045
+6.3%
3.08%
+7.3%
Q3 2020$18,781,000
+0.6%
408,373
-5.4%
2.87%
-16.8%
Q2 2020$18,666,000
+164.8%
431,695
+130.6%
3.45%
+79.9%
Q1 2020$7,049,000
-7.1%
187,236
+21.2%
1.92%
-18.3%
Q4 2019$7,588,000
+11.8%
154,470
+4.8%
2.35%
+11.3%
Q3 2019$6,787,000
+18.7%
147,375
+20.5%
2.11%
+17.5%
Q2 2019$5,720,000
+3.9%
122,319
+2.8%
1.80%
-0.7%
Q1 2019$5,506,000
+32.6%
119,005
+20.3%
1.81%
+17.2%
Q4 2018$4,151,000
-19.2%
98,933
-8.2%
1.54%
-4.0%
Q3 2018$5,137,000
+8.3%
107,723
+7.3%
1.61%
+14.3%
Q2 2018$4,745,000
+2.7%
100,426
+8.0%
1.41%
+1.0%
Q1 2018$4,622,000
-4.1%
93,020
-3.6%
1.40%
+6.3%
Q4 2017$4,821,000
+49.0%
96,511
+44.2%
1.31%
+33.2%
Q3 2017$3,236,000
+35.3%
66,937
+27.6%
0.98%
+30.8%
Q2 2017$2,391,000
+26.2%
52,447
+20.7%
0.75%
+16.2%
Q1 2017$1,895,000
+16.3%
43,437
+7.4%
0.65%
+13.9%
Q4 2016$1,629,000
-2.0%
40,457
+0.9%
0.57%
-7.9%
Q3 2016$1,663,000
+5.9%
40,099
-0.5%
0.62%
+4.7%
Q2 2016$1,570,000
+224.4%
40,309
+233.1%
0.59%
+183.7%
Q1 2016$484,000
-94.4%
12,100
-94.5%
0.21%
-95.2%
Q4 2015$8,640,000
-9.6%
218,116
-10.9%
4.34%
-12.2%
Q3 2015$9,559,000244,7784.94%
Other shareholders
ISHARES TR shareholders Q4 2020
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