INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 420 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
TLWM 465,120$21,997,00013.74%
Smith & Howard Wealth Management, LLC 647,359$30,588,00013.44%
GERMAN AMERICAN BANCORP, INC. 703,458$33,238,00010.44%
DEARBORN CAPITAL MANAGEMENT LLC 67,501$3,190,0006.15%
AMG National Trust Bank 1,929,185$91,154,0005.68%
Goelzer Investment Management, Inc. 1,030,741$48,703,0005.67%
Capital Investment Advisors, LLC 1,502,167$71,033,0004.42%
ZEKE CAPITAL ADVISORS, LLC 932,120$44,043,0004.10%
CABANA LLC 317,901$15,021,0003.92%
Corrigan Financial, Inc. 108,599$5,131,2993.81%
View complete list of ISHARES TR shareholders