SHEETS SMITH WEALTH MANAGEMENT - 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
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$678,336
+4.0%
7,344
+8.0%
0.10%
+8.4%
Q2 2023$652,074
+10.0%
6,797
+4.6%
0.10%
+4.4%
Q1 2023$592,590
+9.2%
6,501
+1.6%
0.09%
+7.1%
Q4 2022$542,854
+13.3%
6,396
+3.8%
0.08%
+6.2%
Q3 2022$479,000
-11.0%
6,160
-3.9%
0.08%
-10.1%
Q2 2022$538,000
-17.2%
6,409
-1.6%
0.09%
-1.1%
Q1 2022$650,000
+0.2%
6,513
+6.1%
0.09%
+11.1%
Q4 2021$649,000
+4.8%
6,139
-0.9%
0.08%
-3.6%
Q3 2021$619,000
-1.4%
6,197
-0.1%
0.08%
-1.2%
Q2 2021$628,000
+10.4%
6,205
+3.7%
0.08%
+1.2%
Q1 2021$569,000
+21.6%
5,983
+16.0%
0.08%
+18.3%
Q4 2020$468,000
+91.0%
5,159
+68.2%
0.07%
+65.1%
Q3 2020$245,000
+8.9%
3,067
+0.5%
0.04%
-4.4%
Q2 2020$225,000
+0.9%
3,053
+8.4%
0.04%
+4.7%
Q4 2019$223,000
+10.4%
2,816
+2.8%
0.04%
+2.4%
Q3 2019$202,000
-11.8%
2,738
-11.9%
0.04%
-10.6%
Q2 2019$229,000
-1.3%
3,108
-3.3%
0.05%
-6.0%
Q1 2019$232,000
+12.6%
3,213
+0.0%
0.05%
-10.7%
Q4 2018$206,000
-15.6%
3,212
-2.4%
0.06%
+12.0%
Q3 2018$244,000
+9.9%
3,292
+5.4%
0.05%
-3.8%
Q2 2018$222,0000.0%3,122
+0.7%
0.05%
-1.9%
Q1 2018$222,000
-0.4%
3,1000.0%0.05%0.0%
Q4 2017$223,000
+9.9%
3,100
+5.0%
0.05%
+3.9%
Q3 2017$203,0002,9520.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders