DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 520 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$587,000
-7.1%
7,5380.0%0.03%
-10.0%
Q2 2022$632,000
-16.0%
7,5380.0%0.03%
-9.1%
Q1 2022$752,000
-5.6%
7,5380.0%0.03%
-13.2%
Q4 2021$797,000
+5.8%
7,5380.0%0.04%
-9.5%
Q3 2021$753,000
-1.3%
7,5380.0%0.04%
-4.5%
Q2 2021$763,000
+6.4%
7,5380.0%0.04%
-10.2%
Q1 2021$717,000
+4.8%
7,5380.0%0.05%0.0%
Q4 2020$684,000
+13.6%
7,5380.0%0.05%
+2.1%
Q3 2020$602,000
+8.3%
7,5380.0%0.05%
+2.1%
Q2 2020$556,000
+17.8%
7,5380.0%0.05%
+4.4%
Q1 2020$472,000
-20.9%
7,5380.0%0.04%
-2.2%
Q4 2019$597,000
+7.4%
7,5380.0%0.05%0.0%
Q3 2019$556,0000.0%7,5380.0%0.05%0.0%
Q2 2019$556,000
+2.2%
7,5380.0%0.05%
-11.5%
Q1 2019$544,000
-7.3%
7,538
-10.3%
0.05%
-14.8%
Q4 2018$587,000
-4.9%
8,408
+1.2%
0.06%
+13.0%
Q3 2018$617,000
+15.1%
8,308
+10.2%
0.05%
+8.0%
Q2 2018$536,000
-0.7%
7,5380.0%0.05%
-2.0%
Q1 2018$540,000
-0.6%
7,5380.0%0.05%
+4.1%
Q4 2017$543,000
+4.6%
7,5380.0%0.05%
-7.5%
Q3 2017$519,000
+5.1%
7,5380.0%0.05%
+1.9%
Q2 2017$494,000
+3.6%
7,5380.0%0.05%
+2.0%
Q1 2017$477,000
+7.0%
7,5380.0%0.05%
+2.0%
Q4 2016$446,000
+0.2%
7,5380.0%0.05%
-3.8%
Q3 2016$445,000
+5.0%
7,5380.0%0.05%
+2.0%
Q2 2016$424,0007,5380.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders