Guidance Point 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
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 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