Cranbrook Wealth Management, LLC - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Cranbrook Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$12,964
-0.5%
2440.0%0.00%0.0%
Q1 2024$13,028
+4.6%
2440.0%0.00%0.0%
Q4 2023$12,454
+8.6%
2440.0%0.00%0.0%
Q3 2023$11,471
-4.5%
2440.0%0.00%0.0%
Q2 2023$12,010
+0.9%
2440.0%0.00%0.0%
Q1 2023$11,900
+7.2%
2440.0%0.00%0.0%
Q4 2022$11,102
+11.0%
2440.0%0.00%0.0%
Q3 2022$10,000
-9.1%
2440.0%0.00%0.0%
Q2 2022$11,000
-15.4%
2440.0%0.00%0.0%
Q1 2022$13,000
-7.1%
2440.0%0.00%0.0%
Q4 2021$14,0000.0%2440.0%0.00%0.0%
Q3 2021$14,0000.0%2440.0%0.00%0.0%
Q2 2021$14,0000.0%244
-6.5%
0.00%0.0%
Q1 2021$14,0000.0%2610.0%0.00%
-25.0%
Q4 2020$14,000
+16.7%
2610.0%0.00%
+33.3%
Q3 2020$12,000
+9.1%
2610.0%0.00%0.0%
Q2 2020$11,000
+10.0%
2610.0%0.00%0.0%
Q1 2020$10,000
-23.1%
2610.0%0.00%
-25.0%
Q4 2019$13,000–261–0.00%–
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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