HB Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 362 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
HB Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$943,953
-4.5%
20,0800.0%0.02%
-6.2%
Q2 2023$988,330
+1.6%
20,080
+0.6%
0.02%
-5.9%
Q1 2023$973,186
+7.2%
19,9550.0%0.02%0.0%
Q4 2022$907,935
+180.2%
19,955
+146.6%
0.02%
+142.9%
Q3 2022$324,0008,0930.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,416,111$178,560,00012.61%
TLWM 451,528$23,598,0008.23%
GERMAN AMERICAN BANCORP, INC. 1,022,881$53,466,0007.81%
SIMON QUICK ADVISORS, LLC 326,687$17,076,0004.84%
CUMBERLAND ADVISORS INC 318,340$16,640,0003.86%
GM Advisory Group, LLC 605,163$31,632,0003.76%
Surevest, LLC 292,837$15,307,0003.69%
Legacy Private Trust Co. 900,266$47,057,0003.65%
Dentgroup LLC 65,737$3,436,0003.31%
Cadence Bank 453,240$23,691,0002.95%
View complete list of ISHARES TR shareholders