9258 Wealth Management, LLC - 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
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$562,193
-4.5%
11,9590.0%0.11%
-1.8%
Q2 2023$588,622
-11.8%
11,959
-12.6%
0.11%
-17.8%
Q1 2023$667,222
+7.2%
13,6810.0%0.14%0.0%
Q4 2022$622,486
+6.8%
13,681
-6.1%
0.14%
-9.4%
Q3 2022$583,000
-26.9%
14,567
-17.8%
0.15%
-27.0%
Q2 2022$797,000
-19.2%
17,714
-6.1%
0.20%
-10.9%
Q1 2022$986,000
+36.4%
18,870
+45.1%
0.23%
+38.0%
Q4 2021$723,00013,0090.17%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,416,111$178,560,00012.61%
TLWM 451,528$23,598,0008.23%
GERMAN AMERICAN BANCORP, INC. 1,022,881$53,466,0007.81%
SIMON QUICK ADVISORS, LLC 326,687$17,076,0004.84%
CUMBERLAND ADVISORS INC 318,340$16,640,0003.86%
GM Advisory Group, LLC 605,163$31,632,0003.76%
Surevest, LLC 292,837$15,307,0003.69%
Legacy Private Trust Co. 900,266$47,057,0003.65%
Dentgroup LLC 65,737$3,436,0003.31%
Cadence Bank 453,240$23,691,0002.95%
View complete list of ISHARES TR shareholders