Epstein & White Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 343 filers reported holding ISHARES TR in Q2 2021. 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 Q2 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