Tolleson Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 285 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$670,000
-2.8%
16,742
+9.3%
0.20%
+3.6%
Q2 2022$689,000
-5.0%
15,317
+10.4%
0.20%
-9.3%
Q1 2022$725,000
-4.1%
13,876
+2.3%
0.22%
+5.4%
Q4 2021$756,000
+0.5%
13,5700.0%0.20%
-4.2%
Q3 2021$752,000
-3.6%
13,5700.0%0.21%
+1.4%
Q2 2021$780,000
+4.1%
13,5700.0%0.21%
-7.1%
Q1 2021$749,000
+10.0%
13,570
+5.6%
0.23%0.0%
Q4 2020$681,000
+15.2%
12,8470.0%0.23%
-5.4%
Q3 2020$591,000
+30.5%
12,847
+22.7%
0.24%
+20.7%
Q2 2020$453,000
-70.8%
10,467
-74.6%
0.20%
-70.8%
Q1 2020$1,553,000
-78.5%
41,256
-72.0%
0.68%
-80.6%
Q4 2019$7,230,000
+9.9%
147,189
+3.0%
3.50%
-2.4%
Q3 2019$6,579,000
-4.2%
142,856
-2.7%
3.59%
-24.2%
Q2 2019$6,866,000
+6.4%
146,839
+5.2%
4.73%
+5.9%
Q1 2019$6,456,000
+9.8%
139,523
-0.4%
4.47%
+29.1%
Q4 2018$5,880,000140,0713.46%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders