Epstein & White Financial LLC - ISHARES TR ownership

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
Epstein & White Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$27,030,000
+8.8%
470,598
+4.5%
7.13%
-1.5%
Q1 2021$24,852,000
+21.0%
450,159
+16.2%
7.24%
+14.8%
Q4 2020$20,542,000
+36.8%
387,462
+18.7%
6.30%
+17.7%
Q3 2020$15,019,000
+26.2%
326,345
+18.3%
5.36%
+18.8%
Q2 2020$11,903,000
+659.6%
275,837
+559.0%
4.51%
+586.8%
Q1 2020$1,567,000
+524.3%
41,860
+723.0%
0.66%
+497.3%
Q4 2019$251,000
+6.8%
5,086
-0.5%
0.11%
-3.5%
Q3 2019$235,000
-37.3%
5,109
-36.1%
0.11%
-43.0%
Q2 2019$375,000
-2.6%
7,994
-3.8%
0.20%
-9.5%
Q1 2019$385,000
-88.9%
8,307
-89.9%
0.22%
-89.8%
Q4 2018$3,459,00082,3122.16%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders