LFA - Lugano Financial Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LFA - Lugano Financial Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,458
-34.2%
499
-31.1%
0.02%
-16.7%
Q2 2023$35,635
+0.9%
7240.0%0.02%
-11.1%
Q1 2023$35,309
+7.2%
7240.0%0.03%
+12.5%
Q4 2022$32,942
+13.6%
7240.0%0.02%
+4.3%
Q3 2022$29,000
-9.4%
7240.0%0.02%
+4.5%
Q2 2022$32,000
-17.9%
7240.0%0.02%
-15.4%
Q1 2022$39,000
-2.5%
7240.0%0.03%
+13.0%
Q4 2021$40,0000.0%7240.0%0.02%
-11.5%
Q3 2021$40,000
-4.8%
7240.0%0.03%0.0%
Q2 2021$42,000
+5.0%
7240.0%0.03%
-7.1%
Q1 2021$40,000
+5.3%
7240.0%0.03%
-3.4%
Q4 2020$38,000
-29.6%
724
-36.9%
0.03%
-42.0%
Q3 2020$54,000
+5.9%
1,1480.0%0.05%
-7.4%
Q2 2020$51,000
-5.6%
1,1480.0%0.05%
+10.2%
Q1 2020$54,000
-3.6%
1,1480.0%0.05%
+19.5%
Q4 2019$56,000
+3.7%
1,1480.0%0.04%
+24.2%
Q2 2019$54,000
+1.9%
1,1480.0%0.03%
+3.1%
Q1 2019$53,000
-3.6%
1,1480.0%0.03%
-15.8%
Q4 2018$55,0000.0%1,1480.0%0.04%0.0%
Q3 2018$55,000
+77.4%
1,148
+73.9%
0.04%
+26.7%
Q2 2018$31,0006600.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders