Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$182,000
-14.2%
4,0480.0%0.10%
-3.7%
Q1 2022$212,000
-5.8%
4,048
+0.1%
0.11%
-17.6%
Q4 2021$225,000
+0.4%
4,0440.0%0.13%
+28.4%
Q3 2021$224,000
-4.3%
4,044
-0.6%
0.10%0.0%
Q2 2021$234,000
-16.1%
4,070
-19.5%
0.10%
-15.0%
Q1 2021$279,000
+5.3%
5,056
+1.4%
0.12%
-3.2%
Q4 2020$265,000
+16.2%
4,988
+0.6%
0.12%
-7.5%
Q3 2020$228,000
+3.6%
4,958
-2.7%
0.13%
-3.6%
Q2 2020$220,000
+22.9%
5,094
+7.3%
0.14%
+6.9%
Q1 2020$179,000
-43.4%
4,749
-26.2%
0.13%
-13.9%
Q4 2019$316,000
+9.3%
6,439
+2.6%
0.15%
-5.6%
Q3 2019$289,0000.0%6,275
+1.6%
0.16%
-4.8%
Q2 2019$289,000
+1.0%
6,1750.0%0.17%
-4.5%
Q1 2019$286,000
+10.4%
6,1750.0%0.18%
-6.4%
Q4 2018$259,0006,1750.19%
Other shareholders
ISHARES TR shareholders Q4 2021
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