CPWM, 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
CPWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$283,000
-11.0%
7,0620.0%0.03%
-3.6%
Q2 2022$318,000
-12.2%
7,062
+1.9%
0.03%
+7.7%
Q1 2022$362,000
-4.2%
6,931
+1.7%
0.03%
-13.3%
Q4 2021$378,0000.0%6,8160.0%0.03%
-14.3%
Q3 2021$378,000
-3.6%
6,8160.0%0.04%
+20.7%
Q2 2021$392,000
-70.4%
6,816
-71.6%
0.03%
-74.6%
Q1 2021$1,326,000
+4.0%
24,0320.0%0.11%
-1.7%
Q4 2020$1,275,000
+16.4%
24,032
+1.0%
0.12%
+0.9%
Q3 2020$1,095,000
+5.8%
23,805
-0.5%
0.12%
-2.5%
Q2 2020$1,035,000
+16.2%
23,926
+1.1%
0.12%
-9.2%
Q1 2020$891,000
-22.9%
23,654
+0.5%
0.13%
-7.8%
Q4 2019$1,156,000
+8.2%
23,533
+1.5%
0.14%
+0.7%
Q3 2019$1,068,000
-1.6%
23,1940.0%0.14%
-7.9%
Q2 2019$1,085,000
+2.8%
23,194
+1.7%
0.15%
+0.7%
Q1 2019$1,055,00022,8110.15%
Other shareholders
ISHARES TR shareholders Q3 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