Strategic Wealth Partners, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Strategic Wealth Partners, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$464,416
+38.4%
9,523
+29.1%
0.07%
+14.5%
Q4 2022$335,679
-32.5%
7,378
-40.6%
0.06%
-41.0%
Q3 2022$497,097
+102.1%
12,424
+126.8%
0.10%
+98.1%
Q2 2022$246,000
-20.6%
5,477
-7.7%
0.05%
-13.1%
Q1 2022$310,000
-39.5%
5,936
-35.5%
0.06%
-37.1%
Q4 2021$512,000
+36.2%
9,203
+35.5%
0.10%
-11.8%
Q3 2021$376,000
-13.0%
6,791
-9.6%
0.11%
-22.0%
Q2 2021$432,000
-1.1%
7,511
-5.3%
0.14%
-19.0%
Q1 2021$437,000
+2.1%
7,928
-1.8%
0.17%
-3.3%
Q4 2020$428,000
+8.9%
8,072
-5.5%
0.18%
-9.5%
Q3 2020$393,000
-9.9%
8,539
-15.2%
0.20%
-11.6%
Q2 2020$436,000
-79.8%
10,073
-77.1%
0.22%
-80.0%
Q1 2020$2,160,0000.0%43,9760.0%1.12%
+0.1%
Q4 2019$2,160,000
-98.4%
43,976
-9.7%
1.12%
+66.0%
Q3 2019$131,626,000
+81150.6%
48,694
+1297.6%
0.68%
+767.9%
Q2 2019$162,000
-1.2%
3,484
-2.0%
0.08%
+4.0%
Q1 2019$164,000
+160.3%
3,554
+148.2%
0.08%
+134.4%
Q4 2018$63,000
+75.0%
1,432
+88.9%
0.03%
+68.4%
Q3 2018$36,0007580.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders