Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$42,000
-99.9%
1,061
-3.1%
0.03%
-15.8%
Q2 2022$49,275,000
+126246.2%
1,095
+45.2%
0.04%
+40.7%
Q1 2022$39,000
-7.1%
7540.0%0.03%
-12.9%
Q4 2021$42,0000.0%7540.0%0.03%
-24.4%
Q3 2021$42,000
-2.3%
7540.0%0.04%
-12.8%
Q2 2021$43,000
+2.4%
7540.0%0.05%
-4.1%
Q1 2021$42,000
+5.0%
7540.0%0.05%0.0%
Q4 2020$40,0007540.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders