Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$340,220
-5.7%
7,238
-1.2%
0.00%
-33.3%
Q2 2023$360,686
-0.4%
7,328
-1.3%
0.01%0.0%
Q1 2023$362,020
+53.4%
7,423
+43.1%
0.01%
+20.0%
Q4 2022$235,965
+11.3%
5,186
-2.8%
0.01%0.0%
Q3 2022$212,000
-11.3%
5,336
+0.7%
0.01%0.0%
Q2 2022$239,000
-45.3%
5,299
-36.6%
0.01%
-16.7%
Q1 2022$437,000
+36.1%
8,361
+44.9%
0.01%
-25.0%
Q4 2021$321,000
-11.6%
5,771
-12.0%
0.01%
-11.1%
Q3 2021$363,000
+0.6%
6,557
+4.5%
0.01%
-30.8%
Q2 2021$361,000
+0.6%
6,276
-3.3%
0.01%
-40.9%
Q1 2021$359,000
+38.1%
6,489
+31.8%
0.02%
+22.2%
Q4 2020$260,000
+13.0%
4,924
-1.7%
0.02%
-18.2%
Q3 2020$230,000
-10.9%
5,009
-16.6%
0.02%
-15.4%
Q2 2020$258,000
+14.7%
6,009
+1.0%
0.03%
-27.8%
Q1 2020$225,000
-0.4%
5,947
+29.5%
0.04%
-48.6%
Q4 2019$226,000
+7.1%
4,5930.0%0.07%
-23.1%
Q3 2019$211,000
-1.9%
4,5930.0%0.09%
+16.7%
Q2 2019$215,000
+0.9%
4,5930.0%0.08%
-2.5%
Q1 2019$213,0004,5930.08%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders