Brickley Wealth Management - 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
Brickley Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$258,000
+7.5%
4,648
+7.4%
0.06%
-8.3%
Q3 2021$240,000
-3.6%
4,3290.0%0.06%
-4.8%
Q2 2021$249,000
+4.2%
4,3290.0%0.06%
-1.6%
Q1 2021$239,000
-4.4%
4,329
-8.3%
0.06%
-7.2%
Q4 2020$250,000
+4.2%
4,722
-7.6%
0.07%
+3.0%
Q3 2020$240,000
+8.6%
5,1130.0%0.07%
-9.5%
Q2 2020$221,000
-45.2%
5,113
-37.7%
0.07%
-49.7%
Q4 2019$403,000
+27.9%
8,205
+20.0%
0.15%
+14.0%
Q3 2019$315,000
-6.0%
6,836
-4.5%
0.13%
-7.9%
Q2 2019$335,000
+1.2%
7,1610.0%0.14%
-4.1%
Q1 2019$331,000
+13.7%
7,161
+3.2%
0.15%
+2.1%
Q4 2018$291,000
-12.1%
6,9390.0%0.14%
-8.3%
Q3 2018$331,0006,9390.16%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders