ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,051,833 | +25.1% | 64,920 | +31.0% | 2.17% | +32.9% |
| Q2 2023 | $2,439,431 | -2.0% | 49,563 | -2.9% | 1.63% | -5.0% |
| Q1 2023 | $2,488,873 | +11.9% | 51,034 | +4.4% | 1.72% | +6.3% |
| Q4 2022 | $2,224,949 | -22.9% | 48,899 | -32.2% | 1.62% | -39.5% |
| Q3 2022 | $2,887,000 | -10.4% | 72,147 | +0.8% | 2.67% | +6.2% |
| Q2 2022 | $3,221,000 | -11.0% | 71,579 | +3.4% | 2.51% | +51.6% |
| Q1 2022 | $3,619,000 | -5.7% | 69,242 | +0.3% | 1.66% | -2.6% |
| Q4 2021 | $3,836,000 | -4.6% | 69,036 | -4.8% | 1.70% | -1.7% |
| Q3 2021 | $4,019,000 | -7.3% | 72,541 | -3.8% | 1.73% | -9.3% |
| Q2 2021 | $4,335,000 | -23.7% | 75,372 | -26.8% | 1.91% | -29.3% |
| Q1 2021 | $5,681,000 | +1.9% | 102,953 | -2.1% | 2.70% | -6.5% |
| Q4 2020 | $5,575,000 | +33.1% | 105,110 | +15.5% | 2.89% | +17.3% |
| Q3 2020 | $4,189,000 | +7.8% | 90,976 | +1.1% | 2.46% | +0.7% |
| Q2 2020 | $3,887,000 | +132.1% | 89,998 | +102.5% | 2.45% | +104.9% |
| Q1 2020 | $1,675,000 | -27.3% | 44,437 | -5.2% | 1.19% | -14.2% |
| Q4 2019 | $2,304,000 | +22.4% | 46,856 | +14.6% | 1.39% | +15.8% |
| Q3 2019 | $1,883,000 | -0.8% | 40,879 | +1.0% | 1.20% | -4.1% |
| Q2 2019 | $1,898,000 | +3.0% | 40,482 | +1.7% | 1.25% | +1.5% |
| Q1 2019 | $1,842,000 | -31.9% | 39,823 | -38.2% | 1.23% | -38.8% |
| Q4 2018 | $2,706,000 | +51.2% | 64,409 | +72.1% | 2.02% | +67.5% |
| Q3 2018 | $1,790,000 | +0.2% | 37,422 | -1.8% | 1.20% | -3.7% |
| Q2 2018 | $1,787,000 | +7.5% | 38,124 | +12.4% | 1.25% | +2.4% |
| Q1 2018 | $1,662,000 | +2.6% | 33,932 | +8.3% | 1.22% | +3.0% |
| Q4 2017 | $1,620,000 | +9.1% | 31,335 | +2.4% | 1.18% | +4.1% |
| Q3 2017 | $1,485,000 | +26.9% | 30,588 | +18.7% | 1.14% | +16.0% |
| Q2 2017 | $1,170,000 | +33.3% | 25,772 | +27.7% | 0.98% | +25.9% |
| Q1 2017 | $878,000 | +11.7% | 20,189 | +6.2% | 0.78% | +6.4% |
| Q4 2016 | $786,000 | – | 19,016 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 469,220 | $24,887,000 | 9.95% |
| GERMAN AMERICAN BANCORP, INC. | 864,647 | $45,861,000 | 9.04% |
| Johnson Financial Group, Inc. | 1,433,247 | $76,019,000 | 6.50% |
| Epstein & White Financial LLC | 387,462 | $20,542,000 | 6.30% |
| CUMBERLAND ADVISORS INC | 254,995 | $13,525,000 | 4.95% |
| VERITY Wealth Advisors | 90,776 | $4,815,000 | 4.38% |
| New England Investment & Retirement Group, Inc. | 345,470 | $18,324,000 | 4.27% |
| Royal Harbor Partners, LLC | 79,545 | $4,219,000 | 3.53% |
| SIMON QUICK ADVISORS, LLC | 220,121 | $11,675,000 | 3.52% |
| Legacy Private Trust Co. | 642,716 | $34,089,000 | 3.22% |