MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$220,007
-12.5%
4,680
-8.4%
0.01%
-6.7%
Q2 2023$251,515
+0.9%
5,1100.0%0.02%
-6.2%
Q1 2023$249,215
+19.6%
5,110
+11.6%
0.02%
+14.3%
Q4 2022$208,344
+17.7%
4,579
+3.4%
0.01%
+16.7%
Q3 2022$177,000
-11.1%
4,4290.0%0.01%
-7.7%
Q2 2022$199,000
-15.7%
4,429
-1.8%
0.01%0.0%
Q1 2022$236,000
-6.0%
4,5090.0%0.01%
+8.3%
Q4 2021$251,000
+0.4%
4,5090.0%0.01%
-7.7%
Q3 2021$250,000
-3.5%
4,5090.0%0.01%
-7.1%
Q2 2021$259,000
+4.0%
4,5090.0%0.01%0.0%
Q1 2021$249,000
+4.2%
4,5090.0%0.01%
-6.7%
Q4 2020$239,000
+13.8%
4,509
-1.1%
0.02%
-11.8%
Q3 2020$210,000
-18.6%
4,559
-23.5%
0.02%
-26.1%
Q2 2020$258,000
+15.2%
5,9590.0%0.02%
+4.5%
Q1 2020$224,000
-23.5%
5,9590.0%0.02%
-4.3%
Q4 2019$293,0005,9590.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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