IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,138
-52.3%
6,234
-50.0%
0.01%
-7.1%
Q2 2023$614,973
+98.7%
12,468
+99.1%
0.01%
+7.7%
Q1 2023$309,477
+93966.0%
6,263
-4.4%
0.01%
+44.4%
Q4 2022$329
-99.9%
6,553
-33.6%
0.01%
-35.7%
Q3 2022$550,000
-34.6%
9,865
-42.0%
0.01%
-46.2%
Q2 2022$841,000
-53.3%
16,996
-53.4%
0.03%
+18.2%
Q1 2022$1,802,000
+67.6%
36,497
+89.1%
0.02%
+4.8%
Q4 2021$1,075,000
+17.1%
19,300
+17.2%
0.02%
+16.7%
Q3 2021$918,000
+20.2%
16,471
+24.4%
0.02%
+12.5%
Q2 2021$764,000
+3.2%
13,242
-1.4%
0.02%
+14.3%
Q1 2021$740,000
-3.5%
13,429
-7.4%
0.01%
-54.8%
Q4 2020$767,000
+15.3%
14,503
+0.5%
0.03%
-22.5%
Q3 2020$665,000
+403.8%
14,428
+370.0%
0.04%
+300.0%
Q2 2020$132,000
+10.9%
3,070
-2.2%
0.01%
-16.7%
Q1 2020$119,000
-40.5%
3,138
-23.2%
0.01%
-20.0%
Q4 2019$200,000
+5.8%
4,085
-2.0%
0.02%
+15.4%
Q3 2019$189,000
+23.5%
4,167
+25.7%
0.01%
-38.1%
Q1 2019$153,000
-57.5%
3,315
-61.4%
0.02%
-4.5%
Q4 2018$360,000
-22.9%
8,591
-12.3%
0.02%
+15.8%
Q3 2018$467,000
-43.5%
9,793
-44.0%
0.02%
-45.7%
Q2 2018$827,000
+50.6%
17,494
+59.2%
0.04%
+40.0%
Q1 2018$549,0000.0%10,9900.0%0.02%0.0%
Q4 2017$549,000
-20.0%
10,990
-22.5%
0.02%
-7.4%
Q3 2017$686,000
+9.2%
14,186
+3.0%
0.03%0.0%
Q2 2017$628,000
+4.3%
13,770
-0.2%
0.03%
+3.8%
Q1 2017$602,000
+15.8%
13,793
+6.8%
0.03%
+4.0%
Q4 2016$520,000
+146.4%
12,912
+153.8%
0.02%
+127.3%
Q3 2016$211,000
-44.9%
5,087
-48.2%
0.01%
-47.6%
Q2 2016$383,000
+150.3%
9,821
+196.3%
0.02%0.0%
Q1 2016$153,000
-18.2%
3,315
-29.9%
0.02%
+61.5%
Q4 2015$187,0004,7310.01%
Other shareholders
ISHARES TR shareholders Q1 2023
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