Berman Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders