ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 406 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,081,332 | -4.5% | 44,274 | 0.0% | 1.40% | +1.9% |
| Q2 2023 | $2,179,178 | +2.5% | 44,274 | +1.6% | 1.37% | -4.2% |
| Q1 2023 | $2,125,542 | +7.2% | 43,583 | 0.0% | 1.43% | +3.9% |
| Q4 2022 | $1,983,026 | +2.0% | 43,583 | +0.8% | 1.38% | -14.5% |
| Q2 2022 | $1,945,000 | -12.3% | 43,232 | +1.8% | 1.61% | -4.2% |
| Q1 2022 | $2,219,000 | -5.9% | 42,460 | +0.1% | 1.68% | +2.9% |
| Q4 2021 | $2,357,000 | +36.2% | 42,397 | -1.9% | 1.63% | +20.7% |
| Q3 2021 | $1,730,000 | – | 43,232 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 122,945 | $6,275,098 | 5.57% |
| VERITY Wealth Advisors | 57,024 | $2,910,483 | 2.50% |
| Capital Investment Advisors, LLC | 516,772 | $26,376,035 | 0.66% |
| Apella Capital, LLC | 116,894 | $5,862,256 | 0.33% |
| MASSMUTUAL TRUST CO FSB/ADV | 50,567 | $2,580,940 | 0.09% |
| Lowe Wealth Advisors, LLC | 887 | $45,272 | 0.02% |
| Versant Capital Management, Inc | 224 | $11,433 | 0.00% |