MCF Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
MCF Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$122,462
-4.5%
2,6050.0%0.01%
-8.3%
Q2 2023$128,219
+0.9%
2,6050.0%0.01%0.0%
Q1 2023$127,046
+7.2%
2,6050.0%0.01%0.0%
Q4 2022$118,528
+14.0%
2,6050.0%0.01%0.0%
Q3 2022$104,000
-20.6%
2,605
-10.5%
0.01%
-14.3%
Q2 2022$131,000
-13.8%
2,9100.0%0.01%0.0%
Q1 2022$152,000
-5.6%
2,9100.0%0.01%
-12.5%
Q3 2021$161,000
-3.6%
2,9100.0%0.02%
-5.9%
Q2 2021$167,000
+3.7%
2,9100.0%0.02%
-5.6%
Q1 2021$161,000
+4.5%
2,9100.0%0.02%0.0%
Q4 2020$154,000
+14.9%
2,9100.0%0.02%0.0%
Q3 2020$134,000
+6.3%
2,9100.0%0.02%0.0%
Q2 2020$126,000
+14.5%
2,9100.0%0.02%0.0%
Q1 2020$110,000
-23.1%
2,9100.0%0.02%
-18.2%
Q4 2019$143,000
+6.7%
2,9100.0%0.02%0.0%
Q3 2019$134,000
-1.5%
2,9100.0%0.02%0.0%
Q2 2019$136,000
+0.7%
2,9100.0%0.02%
-4.3%
Q1 2019$135,000
+10.7%
2,9100.0%0.02%0.0%
Q4 2018$122,000
-12.2%
2,9100.0%0.02%
-4.2%
Q3 2018$139,000
-50.7%
2,910
-50.0%
0.02%
-55.6%
Q2 2018$282,000
+94.5%
5,820
+100.0%
0.05%
+86.2%
Q1 2018$145,0000.0%2,9100.0%0.03%
+7.4%
Q4 2017$145,000
+2.8%
2,9100.0%0.03%
-3.6%
Q3 2017$141,000
+6.0%
2,9100.0%0.03%
+7.7%
Q2 2017$133,000
+4.7%
2,9100.0%0.03%
-3.7%
Q1 2017$127,000
+8.5%
2,9100.0%0.03%
+3.8%
Q4 2016$117,000
-3.3%
2,9100.0%0.03%
-10.3%
Q3 2016$121,000
+7.1%
2,9100.0%0.03%
+3.6%
Q2 2016$113,000
-1.7%
2,9100.0%0.03%
-6.7%
Q1 2016$115,0000.0%2,9100.0%0.03%
-3.2%
Q4 2015$115,0002,9100.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders