INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 287 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,410
-4.5%
300.0%0.00%
Q2 2023$1,477
+1.0%
300.0%0.00%
Q1 2023$1,463
+7.2%
300.0%0.00%
Q4 2022$1,365
+36.5%
300.0%0.00%
Q3 2022$1,0000.0%300.0%0.00%
Q2 2022$1,000
-50.0%
300.0%0.00%
Q1 2022$2,0000.0%300.0%0.00%
Q4 2021$2,0000.0%300.0%0.00%
Q3 2021$2,0000.0%300.0%0.00%
Q2 2021$2,0000.0%300.0%0.00%
Q1 2021$2,0000.0%300.0%0.00%
Q4 2020$2,000
+100.0%
300.0%0.00%
Q3 2020$1,0000.0%300.0%0.00%
Q2 2020$1,0000.0%300.0%0.00%
Q1 2020$1,0000.0%300.0%0.00%
Q4 2019$1,0000.0%300.0%0.00%
Q3 2019$1,0000.0%300.0%0.00%
Q2 2019$1,0000.0%300.0%0.00%
Q1 2019$1,0000.0%300.0%0.00%
Q4 2018$1,0000.0%300.0%0.00%
Q3 2018$1,0000.0%300.0%0.00%
Q2 2018$1,0000.0%300.0%0.00%
Q1 2018$1,000300.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders