Claro Advisors 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
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 Q1 2022
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders