Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$6,563,000
-10.1%
164,024
+1.1%
1.18%
+5.2%
Q2 2022$7,303,000
-6.6%
162,281
+8.5%
1.13%
+14.8%
Q1 2022$7,817,000
-25.0%
149,559
-20.2%
0.98%
-22.8%
Q4 2021$10,421,000
+24.7%
187,434
+24.3%
1.27%
+44.5%
Q3 2021$8,356,000
+1.4%
150,800
+5.2%
0.88%
-5.1%
Q2 2021$8,244,000
+27.1%
143,343
+21.9%
0.93%
+5.8%
Q1 2021$6,486,000
+1.7%
117,545
-2.2%
0.88%
-10.9%
Q4 2020$6,377,000
+19.8%
120,231
+3.9%
0.98%
-4.5%
Q3 2020$5,322,000
+44.9%
115,723
+36.2%
1.03%
+37.1%
Q2 2020$3,672,000
-21.1%
84,939
-31.3%
0.75%
-32.6%
Q1 2020$4,655,000
-10.8%
123,636
+16.3%
1.11%
+12.3%
Q4 2019$5,220,000
+17.9%
106,268
+9.5%
0.99%
-0.6%
Q3 2019$4,429,000
-6.7%
97,010
-4.5%
1.00%
-7.0%
Q2 2019$4,749,000
+18.3%
101,555
+17.0%
1.07%
+18.6%
Q1 2019$4,015,000
+10.3%
86,779
+0.0%
0.90%
-9.7%
Q4 2018$3,641,00086,7391.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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