ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,178 | -3.7% | 2,860 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $274,388 | +5.2% | 2,860 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $260,718 | +7.4% | 2,860 | 0.0% | 0.01% | -56.0% |
| Q4 2022 | $242,757 | +8.9% | 2,860 | 0.0% | 0.02% | +127.3% |
| Q3 2022 | $223,000 | -7.1% | 2,860 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -0.4% | 2,860 | -29.7% | 0.01% | -45.0% |
| Q3 2016 | $241,000 | +5.2% | 4,070 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $229,000 | +0.4% | 4,070 | 0.0% | 0.02% | -4.8% |
| Q1 2016 | $228,000 | – | 4,070 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |