SAGE FINANCIAL GROUP 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,528,605
-5.8%
75,061
-1.3%
0.39%
-1.3%
Q2 2023$3,744,004
-2.6%
76,067
-3.5%
0.40%
-9.2%
Q1 2023$3,845,759
+1.7%
78,855
-5.1%
0.44%
-5.4%
Q4 2022$3,780,640
+201.7%
83,091
+165.4%
0.46%
+168.0%
Q3 2022$1,253,000
-44.7%
31,305
-37.8%
0.17%
-42.5%
Q2 2022$2,264,000
-74.7%
50,309
-70.6%
0.30%
-71.3%
Q1 2022$8,949,000
+120.1%
171,213
+134.2%
1.04%
+140.6%
Q4 2021$4,066,000
+29.9%
73,121
+29.5%
0.43%
+12.5%
Q3 2021$3,129,000
-6.6%
56,468
-3.1%
0.38%
-6.8%
Q2 2021$3,351,000
+2.1%
58,266
-2.0%
0.41%
-4.2%
Q1 2021$3,281,000
+4.1%
59,455
+0.1%
0.43%
-0.2%
Q4 2020$3,151,000
+7.3%
59,403
-7.0%
0.43%
-10.0%
Q3 2020$2,936,000
+1.5%
63,841
-4.6%
0.48%
-7.9%
Q2 2020$2,893,000
+139.3%
66,917
+108.4%
0.52%
+128.5%
Q1 2020$1,209,000
+157.2%
32,105
+169.8%
0.23%
+39.0%
Q1 2016$470,000
-75.3%
11,899
-75.2%
0.16%
-73.5%
Q4 2015$1,900,000
+303.4%
47,966
+355.5%
0.62%
+176.3%
Q1 2015$471,000
-41.6%
10,531
-43.8%
0.22%
-26.1%
Q4 2014$806,000
+125.8%
18,739
+145.3%
0.30%
+76.2%
Q4 2013$357,0007,6400.17%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders