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 Q1 2023. 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 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