OAK HARBOR WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - 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 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders