SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 284 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$937,000
-21.8%
19,068
-26.7%
0.21%
-38.9%
Q3 2019$1,198,000
-10.1%
26,023
-8.7%
0.35%
-6.7%
Q2 2019$1,332,000
-21.7%
28,495
-22.5%
0.38%
-28.3%
Q1 2019$1,702,00036,7750.52%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders