IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,457,667
-4.5%
52,2800.0%0.05%
-3.8%
Q2 2023$2,573,205
+1.0%
52,280
+0.0%
0.05%
-11.9%
Q1 2023$2,548,714
+10.4%
52,260
+3.0%
0.06%
-9.2%
Q4 2022$2,308,164
+13.8%
50,729
+0.1%
0.06%
+16.1%
Q3 2022$2,028,000
-32.4%
50,684
-23.9%
0.06%
-38.5%
Q2 2022$2,998,000
+122.1%
66,616
+157.9%
0.09%
+184.4%
Q1 2022$1,350,000
-6.0%
25,8280.0%0.03%
-3.0%
Q4 2021$1,436,000
-6.9%
25,828
-7.3%
0.03%
-19.5%
Q3 2021$1,543,000
+11.0%
27,850
+15.3%
0.04%0.0%
Q2 2021$1,390,000
+55.3%
24,162
+49.0%
0.04%
+10.8%
Q1 2021$895,000
+285.8%
16,211
+242.8%
0.04%
+85.0%
Q4 2019$232,0004,7290.02%
Other shareholders
ISHARES TR shareholders Q2 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