SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,562,219
-17.7%
352,312
-13.9%
0.36%0.0%
Q2 2023$20,131,515
-13.4%
409,011
-14.2%
0.36%
+12.0%
Q1 2023$23,252,766
-4.2%
476,784
-10.6%
0.32%
-0.9%
Q4 2022$24,273,704
+39.2%
533,488
+22.4%
0.33%
+28.6%
Q3 2022$17,442,000
-5.4%
435,930
+6.4%
0.26%
-9.9%
Q2 2022$18,430,000
-11.2%
409,559
+3.1%
0.28%
+1.8%
Q1 2022$20,758,000
-0.5%
397,139
+5.8%
0.28%
-18.7%
Q4 2021$20,870,000
+4.4%
375,354
+4.0%
0.34%
+33.1%
Q3 2021$19,992,000
+0.4%
360,807
+4.2%
0.26%
+1.6%
Q2 2021$19,916,000
+12.4%
346,298
+7.9%
0.25%
+2.4%
Q1 2021$17,712,000
+11.0%
320,990
+6.7%
0.25%
+5.6%
Q4 2020$15,962,000
+26.2%
300,942
+9.4%
0.23%
+12.0%
Q3 2020$12,648,000
+1.2%
275,024
-4.8%
0.21%
-9.9%
Q2 2020$12,495,000
-10.6%
288,959
-22.2%
0.23%
-31.6%
Q1 2020$13,979,000
-37.1%
371,286
-17.9%
0.34%
-16.3%
Q4 2019$22,223,000
+6.8%
452,425
+0.1%
0.40%
-2.2%
Q3 2019$20,804,000
-4.2%
451,760
-2.7%
0.41%
-43.2%
Q2 2019$21,705,000464,1780.73%
Other shareholders
ISHARES TR shareholders Q4 2022
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