ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 449 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.90 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,578 | +0.2% | 7,931 | +4.1% | 0.01% | 0.0% |
| Q2 2023 | $730,959 | +5.3% | 7,619 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $694,468 | +7.4% | 7,619 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $646,696 | +9.1% | 7,619 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $593,000 | -7.2% | 7,619 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $639,000 | -15.9% | 7,619 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $760,000 | -5.7% | 7,619 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $806,000 | +5.9% | 7,619 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $761,000 | -1.3% | 7,619 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $771,000 | +6.3% | 7,619 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $725,000 | +15.1% | 7,619 | +9.7% | 0.01% | +7.7% |
| Q4 2020 | $630,000 | +12.7% | 6,948 | -0.6% | 0.01% | 0.0% |
| Q3 2020 | $559,000 | -7.8% | 6,993 | -14.9% | 0.01% | -23.5% |
| Q2 2020 | $606,000 | +17.9% | 8,221 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $514,000 | -21.2% | 8,221 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $652,000 | -12.8% | 8,221 | -18.9% | 0.02% | -19.0% |
| Q3 2019 | $748,000 | +0.1% | 10,141 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $747,000 | +1.1% | 10,141 | -1.0% | 0.02% | -4.3% |
| Q1 2019 | $739,000 | +12.5% | 10,242 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $657,000 | -13.7% | 10,242 | 0.0% | 0.02% | -4.2% |
| Q3 2018 | $761,000 | +4.5% | 10,242 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $728,000 | -0.8% | 10,242 | 0.0% | 0.02% | -4.0% |
| Q1 2018 | $734,000 | -0.5% | 10,242 | 0.0% | 0.02% | -3.8% |
| Q4 2017 | $738,000 | +4.7% | 10,242 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $705,000 | +49.7% | 10,242 | +42.4% | 0.03% | +44.4% |
| Q2 2017 | $471,000 | +3.5% | 7,190 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $455,000 | -47.0% | 7,190 | -50.4% | 0.02% | -50.0% |
| Q4 2016 | $858,000 | +0.1% | 14,500 | 0.0% | 0.04% | -2.7% |
| Q3 2016 | $857,000 | +5.2% | 14,500 | 0.0% | 0.04% | +2.8% |
| Q2 2016 | $815,000 | +0.2% | 14,500 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $813,000 | +0.5% | 14,500 | 0.0% | 0.04% | -2.7% |
| Q4 2015 | $809,000 | +3.5% | 14,500 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $782,000 | -9.3% | 14,500 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $862,000 | +99.5% | 14,500 | +101.7% | 0.04% | +90.0% |
| Q1 2015 | $432,000 | +2.6% | 7,190 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $421,000 | -1.6% | 7,190 | -1.0% | 0.02% | -4.8% |
| Q3 2014 | $428,000 | -2.3% | 7,263 | 0.0% | 0.02% | -4.5% |
| Q2 2014 | $438,000 | +2.6% | 7,263 | -1.2% | 0.02% | 0.0% |
| Q1 2014 | $427,000 | +0.7% | 7,354 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $424,000 | +5.2% | 7,354 | -1.6% | 0.02% | 0.0% |
| Q3 2013 | $403,000 | +7.8% | 7,470 | 0.0% | 0.02% | +4.8% |
| Q2 2013 | $374,000 | – | 7,470 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |