VERITY Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,910,483
+8.7%
57,024
+0.2%
2.50%
-0.7%
Q3 2023$2,676,545
-4.5%
56,9360.0%2.52%
+0.1%
Q2 2023$2,802,373
+1.3%
56,936
+0.4%
2.52%
-1.8%
Q1 2023$2,765,066
+7.2%
56,6960.0%2.56%
+1.3%
Q4 2022$2,579,670
+13.4%
56,696
-0.2%
2.53%
+8.5%
Q3 2022$2,274,000
-11.1%
56,8240.0%2.33%
-6.1%
Q2 2022$2,557,000
-13.5%
56,824
+0.5%
2.48%
-4.9%
Q1 2022$2,956,000
-5.9%
56,549
+0.0%
2.61%
+0.1%
Q4 2021$3,143,000
+0.7%
56,526
+0.4%
2.61%
-6.5%
Q3 2021$3,120,000
-3.6%
56,3080.0%2.79%
-5.0%
Q2 2021$3,238,000
-34.4%
56,308
-37.0%
2.94%
-32.7%
Q1 2021$4,933,000
+2.5%
89,393
-1.5%
4.37%
-0.3%
Q4 2020$4,815,000
+15.5%
90,776
+0.1%
4.38%
+2.8%
Q3 2020$4,169,000
+6.4%
90,6420.0%4.26%
+1.6%
Q2 2020$3,919,000
+15.0%
90,642
+0.2%
4.19%
-9.5%
Q1 2020$3,407,000
-25.0%
90,481
-2.2%
4.63%
+5.9%
Q4 2019$4,542,000
+6.6%
92,475
-0.0%
4.37%
+4.3%
Q3 2019$4,259,000
+15.0%
92,496
+16.7%
4.19%
+15.0%
Q2 2019$3,705,000
+1.1%
79,236
+0.0%
3.64%
-2.7%
Q1 2019$3,666,000
+10.3%
79,228
+0.0%
3.75%
-2.0%
Q4 2018$3,323,00079,2023.82%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders