Strategic Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Strategic Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,634,321
+91306.5%
77,309
-4.3%
0.54%
-6.3%
Q2 2023$3,976
+2.0%
80,787
+1.8%
0.58%
-9.9%
Q1 2023$3,899
+8.1%
79,375
+0.1%
0.64%
-16.6%
Q4 2022$3,606
-99.9%
79,273
+4.9%
0.76%
+8.8%
Q3 2022$3,022,000
-16.7%
75,536
-6.3%
0.70%
-13.0%
Q2 2022$3,629,000
-1.9%
80,645
+14.0%
0.81%
+14.8%
Q1 2022$3,698,000
-28.3%
70,753
-23.7%
0.70%
-21.3%
Q4 2021$5,159,000
+22.0%
92,781
+21.6%
0.89%
+11.1%
Q3 2021$4,227,000
+6.2%
76,288
+5.7%
0.80%
+0.6%
Q1 2021$3,981,000
+8.3%
72,148
+4.1%
0.80%
+2.6%
Q4 2020$3,677,000
+18.3%
69,320
+2.6%
0.78%
+3.7%
Q3 2020$3,108,000
-24.8%
67,580
-29.3%
0.75%
-27.6%
Q2 2020$4,131,000
+12.1%
95,532
-2.4%
1.04%
-3.2%
Q1 2020$3,686,000
-52.7%
97,909
-38.3%
1.07%
-42.0%
Q4 2019$7,800,000
+0.7%
158,804
-5.6%
1.85%
-13.2%
Q3 2019$7,745,000
-13.0%
168,187
-11.6%
2.13%
-18.6%
Q2 2019$8,898,000
+2.7%
190,295
+1.6%
2.62%
-7.5%
Q1 2019$8,666,000
-21.3%
187,304
-28.7%
2.83%
-32.6%
Q4 2018$11,015,000
+40.7%
262,518
+59.9%
4.20%
+2397.0%
Q3 2018$7,830,000
+2.2%
164,181
+1.3%
0.17%
+11.3%
Q2 2018$7,658,000
-50.6%
162,064
-48.1%
0.15%
-37.1%
Q1 2018$15,508,000
+105.2%
312,086
+106.3%
0.24%
-92.9%
Q4 2017$7,557,000
+11.2%
151,294
+7.7%
3.36%
+11.0%
Q3 2017$6,793,000
+21.8%
140,495
+14.8%
3.02%
+11.5%
Q2 2017$5,579,000
-45.4%
122,370
-47.7%
2.71%
+4.5%
Q1 2017$10,214,000
+125.6%
234,138
+108.3%
2.60%
+21.0%
Q4 2016$4,527,000
+440.9%
112,421
+457.0%
2.14%
+387.5%
Q3 2016$837,000
+15.1%
20,184
+8.1%
0.44%
+6.3%
Q2 2016$727,00018,6680.41%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders