Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$246,874
+7.2%
5,0620.0%0.00%0.0%
Q4 2022$230,321
-1.1%
5,062
-13.1%
0.00%
-20.0%
Q3 2022$233,000
+2.2%
5,824
+15.1%
0.01%0.0%
Q2 2022$228,000
-7.3%
5,062
+7.4%
0.01%
-16.7%
Q1 2022$246,000
-6.1%
4,7140.0%0.01%0.0%
Q4 2021$262,000
-28.4%
4,714
-28.6%
0.01%
-25.0%
Q3 2021$366,000
+35.1%
6,599
+40.0%
0.01%
+14.3%
Q2 2021$271,000
+4.2%
4,7140.0%0.01%
+16.7%
Q1 2021$260,000
+4.0%
4,7140.0%0.01%
-14.3%
Q4 2020$250,000
+18.5%
4,714
+2.7%
0.01%
-46.2%
Q3 2020$211,000
-6.6%
4,5920.0%0.01%
-18.8%
Q4 2019$226,000
+7.1%
4,5920.0%0.02%
-5.9%
Q3 2019$211,000
-1.9%
4,5920.0%0.02%
-10.5%
Q2 2019$215,000
+1.4%
4,5920.0%0.02%
-5.0%
Q1 2019$212,000
-13.1%
4,592
-21.0%
0.02%
-16.7%
Q4 2018$244,0005,8140.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders