Wealth CMT - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealth CMT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$4,472
+31.3%
91,693
+22.5%
4.98%
+175.1%
Q4 2022$3,406
-99.9%
74,863
-4.9%
1.81%
-4.3%
Q3 2022$3,150,000
+46.2%
78,723
+64.4%
1.89%
+50.7%
Q2 2022$2,154,000
-3.9%
47,875
+11.6%
1.26%
+9.8%
Q1 2022$2,242,000
+8.8%
42,884
+15.7%
1.14%
+8.0%
Q4 2021$2,061,000
-6.4%
37,060
-3.1%
1.06%
-26.0%
Q2 2021$2,201,000
+2.5%
38,263
-1.7%
1.43%
+13.0%
Q1 2021$2,147,000
-3.6%
38,907
-7.3%
1.26%
-8.9%
Q4 2020$2,227,000
-2.6%
41,980
-15.5%
1.39%
-18.1%
Q3 2020$2,286,000
-1.9%
49,698
-7.8%
1.70%
-5.9%
Q2 2020$2,330,000
+7.9%
53,891
-6.0%
1.80%
-10.0%
Q1 2020$2,159,000
-65.8%
57,340
-55.4%
2.00%
-64.3%
Q4 2019$6,316,000128,5785.62%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders