SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 362 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 72.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,104,746
-11.0%
87,316
-6.8%
0.39%
-9.2%
Q2 2023$4,612,665
-21.4%
93,715
-22.1%
0.43%
-33.0%
Q1 2023$5,868,762
-8.7%
120,335
-14.8%
0.64%
-16.5%
Q4 2022$6,425,173
+7.4%
141,213
-5.6%
0.76%
-9.9%
Q3 2022$5,984,000
-5.7%
149,574
+8.7%
0.85%
+1.8%
Q2 2022$6,344,000
-62.8%
137,639
-57.9%
0.83%
-82.8%
Q1 2022$17,076,000
+14.2%
326,687
+21.5%
4.84%
+21.1%
Q4 2021$14,948,000
+8.8%
268,858
+8.4%
4.00%
+13.1%
Q3 2021$13,737,000
+12.4%
247,924
+16.7%
3.53%
+9.2%
Q2 2021$12,221,000
+43.3%
212,506
+37.5%
3.23%
+28.9%
Q1 2021$8,528,000
-27.0%
154,563
-29.8%
2.51%
-28.7%
Q4 2020$11,675,000
+20.9%
220,121
+4.9%
3.52%
+28.1%
Q3 2020$9,653,000
+16.5%
209,887
+9.5%
2.75%
-12.4%
Q2 2020$8,285,000
+45.1%
191,608
+26.4%
3.14%
+48.2%
Q1 2020$5,708,000
-27.4%
151,608
-5.3%
2.12%
-25.7%
Q4 2019$7,866,000
+12.2%
160,137
+5.2%
2.85%
-8.0%
Q3 2019$7,011,000
-99.9%
152,240
+7.9%
3.10%
-7.3%
Q2 2019$6,597,731,000
+111953.9%
141,098
+10.9%
3.34%
+36.2%
Q1 2019$5,888,000
+259.9%
127,261
+226.4%
2.45%
+312.4%
Q4 2018$1,636,00038,9890.60%
Other shareholders
ISHARES TR shareholders Q3 2022
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