LYNCH & ASSOCIATES/IN - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 319 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 110.46 and the average weighting 1.2%.

Quarter-by-quarter ownership
LYNCH & ASSOCIATES/IN ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$668,000
-71.1%
9,322
-71.0%
0.26%
-70.6%
Q4 2017$2,315,000
+8.6%
32,116
+3.7%
0.87%
+2.5%
Q3 2017$2,131,000
+7.1%
30,965
+1.9%
0.85%
+7.8%
Q2 2017$1,990,000
+8.3%
30,392
+4.6%
0.79%
+4.8%
Q1 2017$1,838,000
+17.2%
29,058
+9.7%
0.75%
+13.6%
Q4 2016$1,568,000
+4.5%
26,494
+4.4%
0.66%0.0%
Q3 2016$1,500,000
+13.6%
25,387
+8.1%
0.66%
+11.9%
Q2 2016$1,321,000
+5.7%
23,489
+5.3%
0.59%
-0.7%
Q1 2016$1,250,000
+0.9%
22,303
+0.5%
0.59%
-6.6%
Q4 2015$1,239,000
+7.0%
22,196
+3.3%
0.64%
-0.9%
Q3 2015$1,158,000
-10.6%
21,477
-1.4%
0.64%
-5.0%
Q2 2015$1,295,000
-2.5%
21,789
-1.6%
0.68%
-3.3%
Q1 2015$1,328,00022,1340.70%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders