Crescent Grove Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$320,749
-4.5%
6,8230.0%0.04%
+11.1%
Q2 2023$335,828
+57.7%
6,823
+67.6%
0.04%
+71.4%
Q1 2022$213,000
-28.5%
4,070
-24.0%
0.02%
-25.0%
Q4 2021$298,000
+0.3%
5,3560.0%0.03%
-12.5%
Q3 2021$297,000
+30.3%
5,356
+35.4%
0.03%
+33.3%
Q2 2021$228,000
+4.6%
3,9560.0%0.02%
-7.7%
Q1 2021$218,0003,9560.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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