ENCOMPASS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 365 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 72.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$956,978
-0.5%
18,0120.0%0.25%
-0.4%
Q1 2024$961,661
+4.6%
18,0120.0%0.26%
-7.6%
Q4 2023$919,332
+8.6%
18,0120.0%0.28%
-2.1%
Q3 2023$846,744
-4.5%
18,0120.0%0.28%
-2.1%
Q2 2023$886,551
+0.9%
18,0120.0%0.29%
-3.7%
Q1 2023$878,445
+45.3%
18,012
+35.6%
0.30%
+35.9%
Q4 2022$604,468
+13.6%
13,2850.0%0.22%
+8.9%
Q3 2022$532,000
-11.0%
13,2850.0%0.20%
-4.7%
Q2 2022$598,00013,2850.21%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders