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 ↓
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