MONTAG A & ASSOCIATES INC - 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
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 Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders