OAK HARBOR WEALTH PARTNERS, 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
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$61,113
-4.5%
1,3000.0%0.02%0.0%
Q2 2023$63,986
+0.9%
1,3000.0%0.02%
-4.3%
Q1 2023$63,401
+7.2%
1,3000.0%0.02%0.0%
Q4 2022$59,150
-74.6%
1,300
-77.7%
0.02%
-74.7%
Q3 2022$233,000
-11.1%
5,8200.0%0.09%
-12.5%
Q2 2022$262,000
-13.8%
5,8200.0%0.10%
+4.0%
Q1 2022$304,000
-6.2%
5,8200.0%0.10%
-9.9%
Q4 2021$324,0005,8200.11%
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