Apella Capital, 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
Apella Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,862,256
+3.2%
116,894
-3.3%
0.33%
-18.7%
Q3 2023$5,681,729
-5.2%
120,862
-0.7%
0.40%
-5.9%
Q2 2023$5,990,672
+6.2%
121,712
-1.8%
0.43%
-16.9%
Q4 2022$5,638,333
+26.8%
123,919
+11.5%
0.51%
-0.6%
Q3 2022$4,447,000
-11.0%
111,142
+0.1%
0.52%
-13.3%
Q2 2022$4,994,000
-12.5%
110,986
+1.6%
0.60%
-25.9%
Q1 2022$5,708,000
-5.0%
109,201
+1.0%
0.80%
+5.0%
Q4 2021$6,009,000
-50.6%
108,084
-50.8%
0.77%
-23.4%
Q3 2021$12,159,000
-3.8%
219,611
-0.1%
1.00%
-17.9%
Q2 2021$12,642,000
+109.9%
219,819
+101.4%
1.22%
-35.9%
Q1 2021$6,023,000
+0.3%
109,157
-3.5%
1.90%
-9.8%
Q4 2020$6,002,000
+19.0%
113,153
+3.2%
2.11%
+3.9%
Q3 2020$5,043,000
+5.3%
109,649
-1.0%
2.03%
-9.2%
Q2 2020$4,789,000
+46.6%
110,765
+27.7%
2.23%
+17.0%
Q1 2020$3,266,00086,7451.91%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders