DB Wealth Management Group, 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
DB Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57,070
+42.6%
1,214
+49.3%
0.04%
+44.0%
Q2 2023$40,016
+0.9%
8130.0%0.02%0.0%
Q1 2023$39,650
+7.2%
8130.0%0.02%
+4.2%
Q4 2022$36,992
+12.1%
8130.0%0.02%0.0%
Q3 2022$33,000
-10.8%
8130.0%0.02%
-4.0%
Q2 2022$37,000
-91.8%
813
-90.6%
0.02%
-90.8%
Q1 2022$451,000
-14.3%
8,630
-8.8%
0.27%
-12.5%
Q4 2021$526,000
-25.5%
9,461
-25.8%
0.31%
-31.6%
Q3 2021$706,000
-5.6%
12,745
-2.0%
0.46%
-5.0%
Q2 2021$748,000
+8.9%
13,004
+4.4%
0.48%
+1.7%
Q1 2021$687,000
+36.3%
12,459
+31.2%
0.47%
+26.6%
Q4 2020$504,0009,4940.37%
Other shareholders
ISHARES TR shareholders Q3 2023
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