ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,419 | -4.5% | 94 | 0.0% | 0.00% | – |
| Q2 2023 | $4,627 | +0.9% | 94 | 0.0% | 0.00% | – |
| Q1 2023 | $4,584 | -28.6% | 94 | -33.3% | 0.00% | – |
| Q4 2022 | $6,416 | +6.9% | 141 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $6,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 141 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -61.1% | 141 | -56.7% | 0.00% | -50.0% |
| Q4 2021 | $18,000 | 0.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | -18.2% | 326 | -14.4% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 381 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $21,000 | -22.2% | 381 | -25.4% | 0.00% | -40.0% |
| Q4 2020 | $27,000 | -59.7% | 511 | -65.0% | 0.01% | -66.7% |
| Q3 2020 | $67,000 | – | 1,462 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 122,945 | $6,275,098 | 5.57% |
| VERITY Wealth Advisors | 57,024 | $2,910,483 | 2.50% |
| Capital Investment Advisors, LLC | 516,772 | $26,376,035 | 0.66% |
| Apella Capital, LLC | 116,894 | $5,862,256 | 0.33% |
| MASSMUTUAL TRUST CO FSB/ADV | 50,567 | $2,580,940 | 0.09% |
| Lowe Wealth Advisors, LLC | 887 | $45,272 | 0.02% |
| Versant Capital Management, Inc | 224 | $11,433 | 0.00% |