INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 289 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
Q2 2024$1,594
-0.5%
300.0%0.00%
Q1 2024$1,602
+4.6%
300.0%0.00%
Q4 2023$1,531
+8.6%
300.0%0.00%
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 ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders