Berman Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 257 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,427,000
-3.6%
25,7580.0%0.22%
-4.7%
Q2 2021$1,481,000
+4.9%
25,758
+0.6%
0.24%
-20.0%
Q1 2021$1,412,000
+4.1%
25,5990.0%0.30%
-9.2%
Q4 2020$1,357,000
+16.0%
25,599
+0.5%
0.32%
-2.1%
Q3 2020$1,170,000
+6.4%
25,4590.0%0.33%
+14.9%
Q2 2020$1,100,000
-7.2%
25,459
-19.1%
0.29%
-24.3%
Q1 2020$1,185,000
-23.4%
31,479
-0.0%
0.38%
-14.2%
Q4 2019$1,546,000
+5.0%
31,480
-1.5%
0.44%
-3.1%
Q3 2019$1,472,000
-1.5%
31,9680.0%0.46%
-3.4%
Q2 2019$1,494,000
+26.9%
31,968
+25.6%
0.48%
+20.6%
Q1 2019$1,177,000
+10.3%
25,448
+0.1%
0.39%
-6.0%
Q4 2018$1,067,000
-38.5%
25,435
-30.1%
0.42%
-42.7%
Q3 2018$1,735,000
+22.3%
36,390
+21.2%
0.73%
+48.0%
Q2 2018$1,419,000
-3.5%
30,030
+1.5%
0.49%
-11.9%
Q1 2018$1,470,000
-0.8%
29,577
-0.3%
0.56%
+14.5%
Q4 2017$1,482,00029,6680.49%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders