CIBC Private Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,116,772
-14.1%
12,090
-10.8%
0.00%
+200.0%
Q2 2023$1,300,024
+3.1%
13,550
-2.0%
0.00%0.0%
Q1 2023$1,260,670
+179.5%
13,830
+83.4%
0.00%
-50.0%
Q4 2022$451,027
-23.2%
7,541
+0.0%
0.00%0.0%
Q3 2022$587,000
-7.3%
7,5400.0%0.00%0.0%
Q2 2022$633,000
-15.8%
7,5400.0%0.00%0.0%
Q1 2022$752,000
-4.9%
7,540
+0.8%
0.00%0.0%
Q4 2021$791,000
+6.6%
7,479
+0.7%
0.00%0.0%
Q3 2021$742,000
-1.3%
7,4290.0%0.00%0.0%
Q2 2021$752,000
-71.1%
7,429
-72.9%
0.00%
-71.4%
Q1 2021$2,605,000
+3.2%
27,383
-1.5%
0.01%0.0%
Q4 2020$2,524,000
+18.1%
27,804
+3.9%
0.01%0.0%
Q3 2020$2,138,000
+49.4%
26,753
+37.8%
0.01%0.0%
Q2 2020$1,431,000
-15.1%
19,415
-27.9%
0.01%0.0%
Q1 2020$1,686,000
-22.7%
26,939
-2.2%
0.01%0.0%
Q4 2019$2,182,000
+5.7%
27,549
-1.6%
0.01%0.0%
Q3 2019$2,064,000
+0.3%
27,998
+0.3%
0.01%0.0%
Q2 2019$2,058,000
-3.8%
27,924
-5.8%
0.01%
-12.5%
Q1 2019$2,139,000
+11.5%
29,641
-0.9%
0.01%
-11.1%
Q4 2018$1,918,000
-21.9%
29,916
-9.5%
0.01%0.0%
Q3 2018$2,455,000
+18.7%
33,051
+13.6%
0.01%
+12.5%
Q2 2018$2,069,000
-3.0%
29,085
-2.3%
0.01%
-11.1%
Q1 2018$2,134,000
-9.0%
29,760
-8.5%
0.01%
-10.0%
Q4 2017$2,345,000
+46.1%
32,526
+39.5%
0.01%
+42.9%
Q3 2017$1,605,000
+71.5%
23,314
+63.3%
0.01%
+16.7%
Q2 2017$936,000
+13.0%
14,273
+9.0%
0.01%
+20.0%
Q1 2017$828,000
-4.4%
13,100
-10.5%
0.01%
-16.7%
Q4 2016$866,000
+5.9%
14,639
+5.7%
0.01%0.0%
Q3 2016$818,000
-2.2%
13,849
-6.9%
0.01%0.0%
Q2 2016$836,000
+4.4%
14,879
+4.1%
0.01%0.0%
Q1 2016$801,000
-0.2%
14,292
-0.6%
0.01%0.0%
Q4 2015$803,000
+3.1%
14,376
-0.5%
0.01%0.0%
Q3 2015$779,000
-26.1%
14,443
-18.5%
0.01%
-25.0%
Q2 2015$1,054,000
-5.6%
17,728
-4.8%
0.01%0.0%
Q1 2015$1,117,000
+1.9%
18,618
-0.6%
0.01%0.0%
Q4 2014$1,096,000
+45.9%
18,734
+47.0%
0.01%
+33.3%
Q3 2014$751,000
-2.2%
12,7460.0%0.01%0.0%
Q2 2014$768,000
+5.3%
12,746
+2.6%
0.01%0.0%
Q1 2014$729,00012,4270.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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