9258 Wealth Management, 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
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 Q1 2022
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders