Fortress Wealth Group, 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
Fortress Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$13,249,102
+5.9%
266,100
+3.7%
8.38%
-7.3%
Q1 2023$12,513,846
+279.0%
256,589
+253.6%
9.04%
+291.7%
Q4 2022$3,302,163
+158.2%
72,575
+127.0%
2.31%
+140.6%
Q3 2022$1,279,000
+46.5%
31,973
+64.9%
0.96%
+27.5%
Q2 2022$873,000
+14.4%
19,395
+32.8%
0.75%
+27.5%
Q1 2022$763,000
+1.5%
14,605
+7.9%
0.59%
+5.4%
Q4 2021$752,000
+4.4%
13,541
+4.3%
0.56%
-10.1%
Q3 2021$720,000
+22.2%
12,987
+26.8%
0.62%
+18.4%
Q2 2021$589,00010,2390.53%
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