INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 343 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders