Smart Money Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 438 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.51 and the average weighting 1.0%.

Quarter-by-quarter ownership
Smart Money Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$5,376,000
-20.8%
85,915
+0.3%
3.78%
-4.9%
Q4 2019$6,787,000
+30.2%
85,639
+21.2%
3.97%
-5.1%
Q3 2019$5,212,000
+2.9%
70,677
+2.8%
4.18%
-0.1%
Q2 2019$5,067,000
-2.9%
68,743
-5.0%
4.19%
-8.2%
Q1 2019$5,220,00072,3504.56%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders