Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222,101
-4.1%
4,725
+0.4%
0.09%
+1.1%
Q2 2023$231,560
+3.0%
4,705
+2.0%
0.09%
-2.2%
Q1 2023$224,906
+10.8%
4,611
+3.4%
0.09%
+5.8%
Q4 2022$203,000
-31.9%
4,461
-40.1%
0.09%
-36.8%
Q3 2022$298,000
-10.8%
7,448
+0.1%
0.14%
-5.6%
Q2 2022$334,000
-12.6%
7,438
+1.7%
0.14%
-0.7%
Q1 2022$382,000
-4.7%
7,313
+1.3%
0.14%0.0%
Q4 2021$401,000
+3.6%
7,218
+3.1%
0.14%
+2.8%
Q3 2021$387,000
-4.4%
7,001
-0.6%
0.14%
-10.2%
Q2 2021$405,000
+5.5%
7,043
+1.1%
0.16%
-1.3%
Q1 2021$384,000
-8.6%
6,966
-12.1%
0.16%
-17.6%
Q4 2020$420,000
+18.0%
7,928
+2.2%
0.19%
-1.5%
Q3 2020$356,000
+6.3%
7,7560.0%0.20%
+5.4%
Q2 2020$335,000
+16.3%
7,756
+1.1%
0.19%
-0.5%
Q1 2020$288,000
-22.4%
7,671
+1.4%
0.19%
+3.3%
Q4 2019$371,000
+8.2%
7,567
+1.6%
0.18%
-3.7%
Q3 2019$343,000
-1.4%
7,4500.0%0.19%
-4.6%
Q2 2019$348,000
+3.6%
7,450
+2.5%
0.20%
-0.5%
Q1 2019$336,000
+1.5%
7,269
-7.9%
0.20%
-7.9%
Q4 2018$331,0007,8930.22%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders