Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$484,673
-4.5%
10,3100.0%0.12%
-0.8%
Q2 2023$507,458
+0.9%
10,3100.0%0.12%
-4.7%
Q1 2023$502,819
+1.6%
10,310
-17.3%
0.13%
-26.2%
Q3 2022$495,000
-11.8%
12,4710.0%0.17%
-13.1%
Q2 2022$561,000
-14.0%
12,4710.0%0.20%
-2.5%
Q1 2022$652,000
-9.6%
12,471
-3.9%
0.20%
-7.7%
Q4 2021$721,000
+0.3%
12,9710.0%0.22%
-9.5%
Q3 2021$719,000
-3.6%
12,9710.0%0.24%
-7.3%
Q2 2021$746,000
+49.8%
12,971
+43.9%
0.26%
+31.7%
Q1 2021$498,000
+4.2%
9,0160.0%0.20%
-6.1%
Q4 2020$478,000
+15.2%
9,0160.0%0.21%
-2.8%
Q3 2020$415,000
+6.4%
9,0160.0%0.22%
+0.5%
Q2 2020$390,000
+12.7%
9,016
-1.8%
0.22%
-7.3%
Q1 2020$346,000
+51.8%
9,177
+97.3%
0.23%
+81.4%
Q4 2019$228,000
-1.7%
4,651
-7.5%
0.13%
-9.2%
Q3 2019$232,000
-20.3%
5,029
-19.3%
0.14%
-24.1%
Q2 2019$291,000
-22.6%
6,228
-23.3%
0.19%
-27.2%
Q1 2019$376,000
+3.6%
8,116
-6.1%
0.26%
-12.9%
Q4 2018$363,0008,6410.30%
Other shareholders
ISHARES TR shareholders Q3 2023
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