ADVISORY RESEARCH INC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
ADVISORY RESEARCH INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$391,406
+37.1%
3,482
+34.3%
0.07%
+29.8%
Q1 2024$285,540
-97.2%
2,593
-97.4%
0.06%
-96.4%
Q4 2023$10,245,466
+4553.8%
100,673
+4124.6%
1.58%
+4996.8%
Q3 2023$220,155
-99.2%
2,383
-99.3%
0.03%
-98.8%
Q4 2022$28,139,303
+2237.2%
331,519
+2043.0%
2.65%
+2143.2%
Q3 2022$1,204,000
+26.5%
15,470
+36.3%
0.12%
+26.9%
Q2 2022$952,000
-60.6%
11,353
-53.2%
0.09%
-52.1%
Q1 2022$2,419,000
-67.7%
24,241
-65.8%
0.19%
-67.1%
Q4 2021$7,498,000
+349.3%
70,888
+324.4%
0.59%
+451.4%
Q3 2021$1,669,000
-45.9%
16,705
-45.2%
0.11%
-47.3%
Q2 2021$3,085,000
+20.6%
30,488
+13.4%
0.20%
+12.8%
Q1 2021$2,558,000
+714.6%
26,884
+435.5%
0.18%
+718.2%
Q1 2020$314,000
-98.4%
5,020
-98.0%
0.02%
-97.5%
Q4 2019$19,456,000
+3283.7%
245,504
+3051.1%
0.89%
+3092.9%
Q3 2019$575,000
-96.5%
7,791
-96.9%
0.03%
-91.9%
Q4 2018$16,375,000
-42.1%
255,217
-35.0%
0.35%
-25.9%
Q4 2017$28,304,000392,6250.47%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders