Bedel Financial Consulting, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 343 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bedel Financial Consulting, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,138,846
-0.2%
23,138
-1.1%
0.24%
-14.4%
Q1 2023$1,141,173
-0.9%
23,399
-7.5%
0.28%
-2.8%
Q4 2022$1,151,502
-5.7%
25,308
-11.1%
0.29%
-11.7%
Q3 2022$1,221,000
+53.8%
28,458
+61.3%
0.32%
+39.7%
Q2 2022$794,000
+65.1%
17,639
+91.6%
0.23%
+53.6%
Q1 2022$481,000
-8.4%
9,208
-2.5%
0.15%
-7.4%
Q4 2021$525,000
-0.9%
9,448
-1.2%
0.16%
-10.4%
Q3 2021$530,000
-5.0%
9,564
-1.4%
0.18%
-6.2%
Q2 2021$558,000
+1.8%
9,702
-2.2%
0.19%
-8.5%
Q1 2021$548,000
+132.2%
9,923
+123.4%
0.21%
+101.9%
Q4 2020$236,000
+15.7%
4,4410.0%0.10%
+2.9%
Q3 2020$204,000
-3.3%
4,441
-9.1%
0.10%
-10.5%
Q2 2020$211,000
-14.9%
4,884
-25.8%
0.11%
-30.5%
Q1 2020$248,000
+8.8%
6,584
+41.7%
0.16%
+27.1%
Q4 2019$228,000
+6.5%
4,6480.0%0.13%0.0%
Q3 2019$214,000
-11.2%
4,648
-9.7%
0.13%
-11.6%
Q2 2019$241,000
-6.6%
5,146
-7.7%
0.15%
-11.5%
Q1 2019$258,000
+10.3%
5,5730.0%0.16%
-1.8%
Q4 2018$234,000
+17.0%
5,573
+26.9%
0.17%
+26.3%
Q3 2018$200,000
-4.3%
4,393
-0.8%
0.13%
-13.6%
Q2 2018$209,000
-3.2%
4,428
+2.0%
0.15%
-6.1%
Q1 2018$216,000
-12.6%
4,343
-12.1%
0.16%
-26.1%
Q4 2017$247,0004,9430.22%
Other shareholders
ISHARES TR shareholders Q2 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