Summit Financial Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291,368
-4.5%
6,1980.0%0.06%
-1.8%
Q2 2023$305,066
-3.8%
6,198
-4.6%
0.06%
-8.1%
Q1 2023$317,005
+2.1%
6,500
-4.8%
0.06%
-7.5%
Q4 2022$310,538
+13.8%
6,8250.0%0.07%
+3.1%
Q3 2022$273,000
-11.1%
6,8250.0%0.06%
-9.7%
Q2 2022$307,000
-14.0%
6,8250.0%0.07%0.0%
Q1 2022$357,000
-3.8%
6,825
+2.2%
0.07%0.0%
Q4 2021$371,000
+34.4%
6,679
+33.9%
0.07%
+35.8%
Q3 2021$276,000
-3.8%
4,9890.0%0.05%
-7.0%
Q2 2021$287,0004,9890.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders