Strategic Family Wealth Counselors, L.L.C. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 15 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$872,532
-4.4%
9,446
-0.7%
0.42%0.0%
Q2 2023$912,491
-7.3%
9,511
-12.0%
0.42%
-10.1%
Q1 2023$984,807
-74.3%
10,803
-76.0%
0.47%
-75.4%
Q4 2022$3,824,782
+189.1%
45,061
+165.1%
1.90%
+192.1%
Q3 2022$1,323,000
+71.6%
16,999
+85.0%
0.65%
+75.4%
Q2 2022$771,000
-15.9%
9,1870.0%0.37%0.0%
Q1 2022$917,000
-22.6%
9,187
-18.0%
0.37%
-2.6%
Q4 2021$1,184,000
+23.2%
11,197
+16.4%
0.38%
+15.5%
Q3 2021$961,000
-1.3%
9,620
-0.0%
0.33%
+3.1%
Q2 2021$974,000
+6.6%
9,621
+0.2%
0.32%
-7.5%
Q1 2021$914,000
+4.9%
9,6010.0%0.34%
-23.2%
Q4 2020$871,000
+180.1%
9,601
+146.9%
0.45%
+158.0%
Q3 2020$311,000
+29.6%
3,888
+19.4%
0.17%
+15.2%
Q2 2020$240,000
-74.9%
3,257
-78.7%
0.15%
-78.9%
Q1 2020$957,000
+327.2%
15,298
+440.4%
0.72%
+295.0%
Q4 2019$224,0002,8310.18%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders