NATIONS FINANCIAL GROUP INC, /IA/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.07 and the average weighting 0.8%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$545,352
-3.7%
5,9030.0%0.06%
-1.8%
Q2 2023$566,429
+5.9%
5,903
+0.6%
0.06%0.0%
Q1 2023$534,915
+7.4%
5,8670.0%0.06%0.0%
Q4 2022$498,064
+9.7%
5,867
+0.5%
0.06%
-15.2%
Q3 2022$454,000
-12.7%
5,839
-5.8%
0.07%
-5.7%
Q2 2022$520,000
-15.4%
6,197
+0.6%
0.07%
-5.4%
Q1 2022$615,000
-5.7%
6,161
+0.0%
0.07%
-14.0%
Q4 2021$652,000
+6.5%
6,159
+0.6%
0.09%
-7.5%
Q3 2021$612,000
-1.3%
6,1240.0%0.09%
-10.6%
Q2 2021$620,000
+6.9%
6,124
+0.4%
0.10%
-21.2%
Q1 2021$580,000
+4.9%
6,1000.0%0.13%
-9.6%
Q4 2020$553,000
+14.0%
6,100
+0.4%
0.15%
-2.7%
Q3 2020$485,000
+18.0%
6,073
+9.0%
0.15%
+2.7%
Q2 2020$411,0005,5730.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders