ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,160 | -21.7% | 1,301 | -18.0% | 0.06% | -19.7% |
| Q2 2023 | $78,062 | +1.7% | 1,586 | +0.8% | 0.07% | -4.1% |
| Q1 2023 | $76,787 | +7.2% | 1,574 | 0.0% | 0.07% | +4.2% |
| Q4 2022 | $71,638 | +11.9% | 1,574 | -1.8% | 0.07% | -1.4% |
| Q3 2022 | $64,000 | -11.1% | 1,603 | 0.0% | 0.07% | -6.5% |
| Q2 2022 | $72,000 | -12.2% | 1,603 | +1.9% | 0.08% | -4.9% |
| Q1 2022 | $82,000 | -5.7% | 1,573 | +0.1% | 0.08% | -3.6% |
| Q4 2021 | $87,000 | – | 1,571 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 633,447 | $29,310,000 | 14.44% |
| TLWM | 423,360 | $19,588,000 | 11.00% |
| GERMAN AMERICAN BANCORP, INC. | 705,910 | $32,662,000 | 9.66% |
| HARVEST CAPITAL MANAGEMENT INC | 490,260 | $22,684,000 | 7.22% |
| AMG National Trust Bank | 2,184,617 | $101,082,000 | 6.23% |
| Advisory Resource Group | 225,735 | $10,273,000 | 5.73% |
| Johnson Financial Group, Inc. | 1,173,378 | $54,292,000 | 4.82% |
| Tolleson Wealth Management, Inc. | 139,523 | $6,456,000 | 4.47% |
| Capital Investment Advisors, LLC | 1,516,263 | $70,157,000 | 4.09% |
| Goelzer Investment Management, Inc. | 863,417 | $39,950,000 | 3.78% |