MONETA GROUP INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,977,771
-53.8%
21,411
-52.0%
0.04%
-52.6%
Q2 2023$4,279,015
-56.6%
44,601
-58.7%
0.10%
-59.7%
Q1 2023$9,848,394
+1.0%
108,034
+1.1%
0.24%
-11.6%
Q4 2022$9,746,869
+1116.8%
106,870
+1019.3%
0.27%
+888.9%
Q2 2022$801,000
+211.7%
9,548
+270.7%
0.03%
+170.0%
Q1 2022$257,000
-9.2%
2,576
-3.7%
0.01%
-16.7%
Q4 2021$283,000
-5.7%
2,675
-10.9%
0.01%
-14.3%
Q3 2021$300,000
-1.3%
3,002
-0.1%
0.01%0.0%
Q2 2021$304,000
+6.3%
3,004
-0.1%
0.01%
-6.7%
Q1 2021$286,000
+34.9%
3,006
-11.3%
0.02%
-31.8%
Q1 2020$212,000
-78.8%
3,388
-73.1%
0.02%
-73.8%
Q4 2019$999,000
+7.5%
12,606
+0.1%
0.08%
-3.4%
Q3 2019$929,0000.0%12,597
-0.0%
0.09%
-5.4%
Q2 2019$929,000
+2.1%
12,603
-0.1%
0.09%
-3.2%
Q1 2019$910,000
-0.4%
12,613
-11.5%
0.10%
-12.8%
Q4 2018$914,00014,2460.11%
Other shareholders
ISHARES TR shareholders Q4 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