Claro Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 285 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Claro Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$907,394
+4.0%
19,302
+8.9%
0.23%
+4.6%
Q2 2023$872,627
+14.5%
17,729
+13.5%
0.22%
-3.1%
Q1 2023$761,912
+19.9%
15,623
+11.8%
0.22%
+7.7%
Q4 2022$635,570
+0.9%
13,969
-0.2%
0.21%
-16.8%
Q3 2022$630,0000.0%13,9950.0%0.25%0.0%
Q2 2022$630,000
-45.0%
13,995
-32.1%
0.25%
-39.3%
Q1 2022$1,146,0000.0%20,6190.0%0.41%0.0%
Q4 2021$1,146,000
+45.2%
20,619
+44.7%
0.41%
+24.1%
Q3 2021$789,000
-5.4%
14,247
-1.8%
0.33%
-11.5%
Q2 2021$834,000
-4.0%
14,504
-7.9%
0.38%
-14.8%
Q1 2021$869,000
+18.4%
15,742
+13.7%
0.44%
+12.8%
Q4 2020$734,000
+11.9%
13,843
-2.9%
0.39%
-6.2%
Q3 2020$656,000
+1.7%
14,259
-4.5%
0.42%
-6.3%
Q2 2020$645,000
+40.5%
14,925
+22.5%
0.44%
+3.7%
Q1 2020$459,000
-40.9%
12,179
-22.9%
0.43%
-28.3%
Q4 2019$776,000
+18.3%
15,792
+10.9%
0.60%
+2.6%
Q3 2019$656,000
+78.7%
14,235
+81.5%
0.58%
+71.7%
Q2 2019$367,000
+1938.9%
7,843
+1985.9%
0.34%
+2321.4%
Q4 2018$18,0003760.01%
Other shareholders
ISHARES TR shareholders Q4 2018
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