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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $220,007 | -12.5% | 4,680 | -8.4% | 0.01% | -6.7% |
Q2 2023 | $251,515 | +0.9% | 5,110 | 0.0% | 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% | 4,429 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $199,000 | -15.7% | 4,429 | -1.8% | 0.01% | 0.0% |
Q1 2022 | $236,000 | -6.0% | 4,509 | 0.0% | 0.01% | +8.3% |
Q4 2021 | $251,000 | +0.4% | 4,509 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $250,000 | -3.5% | 4,509 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $259,000 | +4.0% | 4,509 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $249,000 | +4.2% | 4,509 | 0.0% | 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% | 5,959 | 0.0% | 0.02% | +4.5% |
Q1 2020 | $224,000 | -23.5% | 5,959 | 0.0% | 0.02% | -4.3% |
Q4 2019 | $293,000 | – | 5,959 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson Financial Group, Inc. | 3,793,110 | $209,303,000 | 14.08% |
TLWM | 452,209 | $24,973,000 | 9.48% |
GERMAN AMERICAN BANCORP, INC. | 933,597 | $51,516,000 | 8.93% |
Epstein & White Financial LLC | 450,159 | $24,852,000 | 7.24% |
CUMBERLAND ADVISORS INC | 336,180 | $18,550,000 | 4.60% |
VERITY Wealth Advisors | 89,393 | $4,933,000 | 4.37% |
Surevest, LLC | 251,045 | $13,853,000 | 4.19% |
Legacy Private Trust Co. | 692,185 | $38,194,000 | 3.44% |
Cadence Bank | 400,881 | $22,121,000 | 3.36% |
Northeast Financial Group, Inc. | 89,342 | $4,929,892 | 3.27% |