Westwind Capital - 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
Westwind Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224
-3.4%
4,760
+0.8%
0.07%
+6.2%
Q2 2023$232
-99.9%
4,7220.0%0.06%
-12.2%
Q1 2023$230,292
+53208.3%
4,722
-50.3%
0.07%0.0%
Q4 2022$432
-99.7%
9,510
+188.3%
0.07%
-6.3%
Q4 2019$162,000
+28.6%
3,299
+20.8%
0.08%
+17.9%
Q3 2019$126,000
-1.6%
2,7310.0%0.07%
-8.2%
Q2 2019$128,000
+1.6%
2,7310.0%0.07%
-1.4%
Q1 2019$126,000
+9.6%
2,7310.0%0.07%
-10.8%
Q4 2018$115,000
-4.2%
2,731
+8.8%
0.08%
+9.2%
Q3 2018$120,000
+0.8%
2,5090.0%0.08%
-15.6%
Q2 2018$119,000
+60.8%
2,509
+67.9%
0.09%
+52.5%
Q1 2018$74,000
-1.3%
1,4940.0%0.06%
-16.9%
Q4 2017$75,0001,4940.07%
Other shareholders
ISHARES TR shareholders Q4 2023
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