ARS Investment 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
ARS Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,303
-4.5%
5,3670.0%0.03%0.0%
Q2 2023$264,164
-2.7%
5,367
-3.5%
0.03%
-6.1%
Q1 2023$271,356
+30.5%
5,564
+39.7%
0.03%
+65.0%
Q1 2022$208,000
-1.9%
3,982
+4.2%
0.02%
+5.3%
Q4 2021$212,000
+3.4%
3,821
+3.1%
0.02%
-9.5%
Q3 2021$205,000
-89.7%
3,706
-90.8%
0.02%
-93.7%
Q4 2019$1,989,000
+0.2%
40,501
-6.1%
0.33%
-6.4%
Q3 2019$1,986,000
-32.0%
43,127
-31.0%
0.36%
-27.3%
Q2 2019$2,921,000
+2.9%
62,468
+1.8%
0.49%
-4.5%
Q1 2019$2,840,000
+18.9%
61,383
+7.8%
0.51%
+1.6%
Q4 2018$2,389,000
-7.2%
56,929
+5.5%
0.51%
+26.8%
Q3 2018$2,573,000
+32.5%
53,953
+31.2%
0.40%
+28.7%
Q2 2018$1,942,0000.0%41,110
+5.2%
0.31%
+30.3%
Q1 2018$1,942,000
+6.8%
39,073
+7.4%
0.24%
+8.2%
Q4 2017$1,818,000
+14.3%
36,392
+10.7%
0.22%
+7.3%
Q3 2017$1,590,000
+10.7%
32,878
+4.4%
0.20%
+3.5%
Q2 2017$1,436,000
+49.6%
31,495
+43.1%
0.20%
+41.4%
Q1 2017$960,000
+58.4%
22,010
+46.3%
0.14%
+50.5%
Q4 2016$606,000
-87.0%
15,047
-86.6%
0.09%
-90.9%
Q3 2016$4,644,000
+9.8%
111,961
+3.1%
1.02%
+7.4%
Q2 2016$4,231,000
-3.7%
108,609
-2.4%
0.95%
-8.0%
Q1 2016$4,395,000
+34.6%
111,320
+35.1%
1.03%
+34.3%
Q4 2015$3,265,000
+7.1%
82,424
+5.6%
0.77%
+9.9%
Q3 2015$3,048,000
-12.7%
78,060
-1.3%
0.70%
+9.2%
Q2 2015$3,493,000
+1.6%
79,059
+2.8%
0.64%0.0%
Q1 2015$3,438,000
-14.9%
76,913
-18.1%
0.64%
-7.0%
Q4 2014$4,042,000
-0.4%
93,963
+5.3%
0.69%
+11.2%
Q3 2014$4,059,000
-0.8%
89,245
+4.7%
0.62%
-2.4%
Q2 2014$4,091,000
+7.1%
85,204
+3.9%
0.63%
-6.1%
Q1 2014$3,821,000
+43.5%
82,045
+43.8%
0.67%
+50.8%
Q4 2013$2,662,00057,0450.45%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders