Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,341,230
-5.5%
50,112
-0.4%
0.32%
-5.1%
Q2 2023$2,477,535
+0.9%
50,336
+0.0%
0.34%
-11.8%
Q1 2023$2,454,516
+2.5%
50,328
-4.3%
0.38%
+3.3%
Q4 2022$2,393,864
+9.2%
52,612
-4.0%
0.37%
+0.8%
Q3 2022$2,192,000
-14.4%
54,793
-3.7%
0.36%
-6.6%
Q2 2022$2,560,000
-18.3%
56,893
-5.1%
0.39%
-10.5%
Q1 2022$3,132,000
-8.0%
59,920
-2.2%
0.44%
-9.7%
Q4 2021$3,406,000
+0.4%
61,258
+0.0%
0.48%
-9.7%
Q3 2021$3,393,000
-4.6%
61,239
-1.0%
0.54%
-6.1%
Q2 2021$3,558,000
+4.2%
61,864
+0.0%
0.57%
-2.4%
Q1 2021$3,413,000
+4.7%
61,851
+0.7%
0.58%
-3.8%
Q4 2020$3,259,000
+17.2%
61,451
+1.6%
0.61%
-1.1%
Q3 2020$2,781,000
+7.6%
60,471
+1.2%
0.62%
+1.5%
Q2 2020$2,584,000
+16.9%
59,771
+1.8%
0.61%
+1.7%
Q1 2020$2,210,000
-27.2%
58,696
-5.0%
0.60%
-6.6%
Q4 2019$3,035,000
+3.5%
61,796
+0.0%
0.64%
-1.4%
Q3 2019$2,933,000
-0.1%
61,778
-1.6%
0.65%
-5.8%
Q2 2019$2,935,000
+9.5%
62,764
+8.3%
0.69%
+3.6%
Q1 2019$2,680,000
+10.7%
57,931
+0.3%
0.66%
-6.8%
Q4 2018$2,422,00057,7310.71%
Other shareholders
ISHARES TR shareholders Q4 2020
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