Pinnacle Wealth Management Advisory Group, LLC - ISHARES TR ownership

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%.

Quarter-by-quarter ownership
Pinnacle Wealth Management Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$619,761
-0.5%
11,6650.0%0.06%
-4.5%
Q1 2024$622,794
+4.6%
11,6650.0%0.07%
-4.3%
Q4 2023$595,382
+24.0%
11,665
+14.2%
0.07%
+12.9%
Q3 2023$480,207
-6.3%
10,215
-1.9%
0.06%
-3.1%
Q2 2023$512,626
+0.9%
10,4150.0%0.06%
-7.2%
Q1 2023$507,940
-4.3%
10,415
-10.7%
0.07%
-13.8%
Q4 2022$530,758
-4.2%
11,665
-15.7%
0.08%
-13.0%
Q3 2022$554,000
-11.6%
13,835
-0.7%
0.09%
-8.9%
Q2 2022$627,000
-13.9%
13,9350.0%0.10%
-3.8%
Q1 2022$728,000
-6.1%
13,9350.0%0.10%
-17.3%
Q4 2021$775,000
+0.4%
13,9350.0%0.13%
-29.8%
Q3 2021$772,000
-3.6%
13,9350.0%0.18%
-3.7%
Q2 2021$801,000
+4.2%
13,9350.0%0.19%
-13.0%
Q1 2021$769,000
+4.1%
13,9350.0%0.22%
-4.0%
Q4 2020$739,000
+15.3%
13,9350.0%0.22%
+0.9%
Q3 2020$641,000
+6.3%
13,9350.0%0.22%
-0.4%
Q2 2020$603,000
+4.9%
13,935
-8.8%
0.22%
-19.7%
Q1 2020$575,000
-20.9%
15,275
+3.2%
0.28%
+2.6%
Q4 2019$727,000
+23.4%
14,800
+15.6%
0.27%
+10.1%
Q3 2019$589,000
-9.2%
12,800
-7.8%
0.25%
-10.5%
Q2 2019$649,000
+0.9%
13,8900.0%0.28%
-4.8%
Q1 2019$643,00013,8900.29%
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