GenTrust, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$282,060
-4.5%
6,0000.0%0.02%0.0%
Q2 2023$295,320
+0.9%
6,0000.0%0.02%
-4.8%
Q1 2023$292,620
+7.2%
6,0000.0%0.02%
-12.5%
Q4 2022$273,000
+13.8%
6,0000.0%0.02%
+14.3%
Q3 2022$240,000
-11.1%
6,0000.0%0.02%
-4.5%
Q2 2022$270,000
-14.0%
6,0000.0%0.02%
-8.3%
Q1 2022$314,000
-4.3%
6,0000.0%0.02%
-7.7%
Q4 2021$328,000
-1.2%
6,0000.0%0.03%
-7.1%
Q3 2021$332,000
-15.9%
6,000
-12.5%
0.03%
-15.2%
Q2 2021$395,000
+5.9%
6,8600.0%0.03%
-5.7%
Q1 2021$373,000
+2.5%
6,8600.0%0.04%
+9.4%
Q4 2020$364,000
+15.6%
6,8600.0%0.03%
+10.3%
Q3 2020$315,000
+6.1%
6,8600.0%0.03%
-21.6%
Q2 2020$297,000
-99.9%
6,860
-22.6%
0.04%
-22.9%
Q1 2020$333,579,000
+76584.8%
8,8600.0%0.05%
-23.8%
Q4 2019$435,000
+6.6%
8,8600.0%0.06%
-1.6%
Q3 2019$408,000
-1.4%
8,8600.0%0.06%
-4.5%
Q2 2019$414,000
+1.0%
8,8600.0%0.07%0.0%
Q1 2019$410,000
-2.8%
8,860
-11.9%
0.07%
-10.7%
Q4 2018$422,000
-11.9%
10,0600.0%0.08%
-2.6%
Q3 2018$479,000
-8.4%
10,060
-9.0%
0.08%
-12.5%
Q2 2018$523,000
-4.9%
11,0600.0%0.09%
-7.4%
Q1 2018$550,000
+8.1%
11,060
+8.4%
0.10%
+4.4%
Q4 2017$509,000
-5.0%
10,200
-8.0%
0.09%
-9.9%
Q3 2017$536,000
+6.1%
11,0850.0%0.10%
-2.9%
Q2 2017$505,00011,0850.10%
Other shareholders
ISHARES TR shareholders Q4 2021
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