Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 287 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$236,461
-8.1%
5,030
-3.8%
0.01%
-16.7%
Q2 2023$257,421
-19.6%
5,230
-20.3%
0.01%
-42.9%
Q1 2023$320,078
+22.7%
6,563
+14.4%
0.02%
+16.7%
Q4 2022$260,942
-29.5%
5,735
-37.8%
0.02%
-40.0%
Q3 2022$370,000
-19.4%
9,226
-9.4%
0.03%
-28.6%
Q2 2022$459,000
-39.8%
10,186
-30.1%
0.04%
-32.3%
Q1 2022$762,000
-6.0%
14,570
-0.2%
0.06%
-27.9%
Q4 2021$811,000
+3.6%
14,600
+3.3%
0.09%
-4.4%
Q3 2021$783,000
+5.0%
14,140
+9.1%
0.09%
+1.1%
Q2 2021$746,000
-5.9%
12,960
-9.9%
0.09%
-14.4%
Q1 2021$793,000
+4.1%
14,3770.0%0.10%
+5.1%
Q4 2020$762,000
+15.3%
14,3770.0%0.10%
-4.8%
Q3 2020$661,000
+5.3%
14,377
-1.0%
0.10%
-2.8%
Q2 2020$628,000
-14.6%
14,524
-25.5%
0.11%
-33.1%
Q1 2020$735,000
-31.0%
19,502
-10.0%
0.16%
-6.4%
Q4 2019$1,065,000
+19.7%
21,680
+12.1%
0.17%
+11.8%
Q3 2019$890,000
+2.8%
19,337
+4.7%
0.15%
-7.8%
Q2 2019$866,000
+5.1%
18,469
+3.5%
0.17%
+1.2%
Q1 2019$824,000
+45.3%
17,847
+33.3%
0.16%
+28.1%
Q4 2018$567,000
-2.9%
13,385
+9.3%
0.13%
-2.3%
Q3 2018$584,000
-7.4%
12,242
-8.3%
0.13%
-25.1%
Q2 2018$631,00013,3570.18%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders