MAI Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 506 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$310,234
-7.9%
3,359
-4.4%
0.01%0.0%
Q2 2023$336,964
+54.7%
3,512
+47.0%
0.01%
+66.7%
Q1 2023$217,803
-14.6%
2,389
-6.2%
0.00%
-40.0%
Q3 2021$255,000
-5.2%
2,548
-4.1%
0.01%0.0%
Q2 2021$269,000
+4.3%
2,656
-2.2%
0.01%
-16.7%
Q1 2021$258,000
+0.4%
2,716
-4.2%
0.01%0.0%
Q4 2020$257,000
+14.2%
2,835
+0.5%
0.01%
-14.3%
Q3 2020$225,000
+8.2%
2,8210.0%0.01%0.0%
Q2 2020$208,000
-7.6%
2,821
-0.6%
0.01%0.0%
Q4 2019$225,000
+8.2%
2,837
+0.7%
0.01%
-22.2%
Q3 2019$208,0000.0%2,8180.0%0.01%0.0%
Q2 2019$208,000
-25.4%
2,818
-43.6%
0.01%
-57.1%
Q4 2015$279,000
+3.3%
5,0000.0%0.02%
+5.0%
Q3 2015$270,000
-9.1%
5,0000.0%0.02%0.0%
Q2 2015$297,000
-1.0%
5,0000.0%0.02%0.0%
Q1 2015$300,000
+2.4%
5,0000.0%0.02%
-4.8%
Q4 2014$293,0005,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders