Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 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