Security National Bank - ISHARES TR ownership

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
Security National Bank ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$245,674
+3.3%
5,216
+7.9%
0.07%
+13.1%
Q2 2023$237,880
+2.9%
4,833
+2.0%
0.06%
-1.6%
Q1 2023$231,1214,7390.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders