Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 406 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$251,973
+35896.1%
5,119
-64.4%
0.00%
-66.7%
Q1 2023$700
+9.0%
14,361
+1.8%
0.01%
-7.7%
Q4 2022$642
-99.9%
14,111
+1.0%
0.01%0.0%
Q3 2022$559,000
+178.1%
13,969
+299.1%
0.01%
+225.0%
Q2 2021$201,000
+52.3%
3,5000.0%0.00%
-20.0%
Q1 2020$132,000
-56.0%
3,500
-45.9%
0.01%
-44.4%
Q1 2019$300,0006,4750.01%
Other shareholders
ISHARES TR shareholders Q2 2023
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