VALLEY WEALTH MANAGERS, INC. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$267,000
+6.4%
5,8120.0%0.03%
+3.6%
Q2 2020$251,000
+14.6%
5,8120.0%0.03%0.0%
Q1 2020$219,000
-23.2%
5,8120.0%0.03%0.0%
Q4 2019$285,000
+6.3%
5,8120.0%0.03%0.0%
Q3 2019$268,000
-75.1%
5,812
-74.7%
0.03%
-75.4%
Q2 2019$1,076,000
+0.2%
23,012
-0.9%
0.11%
-2.6%
Q1 2019$1,074,000
+29.1%
23,212
+17.0%
0.12%
+7.3%
Q4 2018$832,000
+3.1%
19,831
+17.2%
0.11%
+14.7%
Q3 2018$807,000
+1.6%
16,925
+0.7%
0.10%
-2.1%
Q2 2018$794,000
-1.4%
16,800
+3.7%
0.10%
-1.0%
Q1 2018$805,000
-1.6%
16,200
-1.1%
0.10%0.0%
Q4 2017$818,000
-0.5%
16,375
-3.7%
0.10%
-4.9%
Q3 2017$822,000
+6.1%
17,0000.0%0.10%
-1.0%
Q2 2017$775,000
-3.4%
17,000
-7.5%
0.10%
-1.9%
Q1 2017$802,000
+8.4%
18,3750.0%0.11%0.0%
Q4 2016$740,000
-2.9%
18,3750.0%0.11%
-5.4%
Q3 2016$762,000
+7.6%
18,375
+1.1%
0.11%
+3.7%
Q2 2016$708,000
-4.1%
18,175
-2.8%
0.11%
-13.6%
Q1 2016$738,000
-0.4%
18,7000.0%0.12%
-6.0%
Q4 2015$741,000
+11.6%
18,700
+10.0%
0.13%
+9.9%
Q3 2015$664,000
-11.6%
17,0000.0%0.12%
-7.6%
Q2 2015$751,000
-5.7%
17,000
-4.5%
0.13%
-4.4%
Q1 2015$796,000
+7.0%
17,800
+2.9%
0.14%
+3.0%
Q4 2014$744,000
+4.5%
17,300
+10.5%
0.13%
-2.2%
Q3 2014$712,000
-5.3%
15,6500.0%0.14%
-4.9%
Q2 2014$752,000
+3.2%
15,6500.0%0.14%
-2.1%
Q1 2014$729,000
-0.1%
15,6500.0%0.15%
-2.7%
Q4 2013$730,000
+4.1%
15,6500.0%0.15%
-2.0%
Q3 2013$701,00015,6500.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders