Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$55,824
-12.6%
1,187
-8.5%
0.02%
-4.0%
Q2 2023$63,862
+2.6%
1,297
+1.6%
0.02%
-19.4%
Q1 2023$62,274
+7.2%
1,2770.0%0.03%
+14.8%
Q4 2022$58,098
+13.9%
1,277
+0.9%
0.03%
+3.8%
Q3 2022$51,000
-10.5%
1,2660.0%0.03%
-10.3%
Q2 2022$57,000
-12.3%
1,266
+1.9%
0.03%0.0%
Q1 2022$65,000
+3.2%
1,243
+9.0%
0.03%
+16.0%
Q4 2021$63,000
+1.6%
1,140
+1.5%
0.02%
-13.8%
Q3 2021$62,000
-4.6%
1,123
+0.1%
0.03%
-3.3%
Q2 2021$65,000
+6.6%
1,122
+1.0%
0.03%0.0%
Q1 2021$61,000
-31.5%
1,111
-33.7%
0.03%
-40.0%
Q4 2020$89,000
+21.9%
1,676
+6.8%
0.05%
+13.6%
Q3 2020$73,0001,5690.04%
Other shareholders
ISHARES TR shareholders Q1 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