BIEGEL & WALLER LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 400 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 0.9%.

Quarter-by-quarter ownership
BIEGEL & WALLER LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$347,0000.0%4,7060.0%0.19%
+9.6%
Q2 2019$347,000
+2.7%
4,706
+0.4%
0.18%
+1.7%
Q1 2019$338,000
+58.7%
4,688
+41.4%
0.17%
+38.1%
Q4 2018$213,000
-15.1%
3,315
-1.9%
0.13%
-13.1%
Q3 2018$251,000
-2.3%
3,378
-6.6%
0.14%
-9.4%
Q2 2018$257,0003,6160.16%
Other shareholders
ISHARES TR shareholders Q4 2018
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