Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,028,477
-8.9%
10,720
-13.4%
0.02%
-15.8%
Q1 2023$1,128,743
-75.2%
12,382
-76.9%
0.02%
-75.6%
Q4 2022$4,554,576
+1782.1%
53,659
+1627.0%
0.08%
+1460.0%
Q3 2022$242,000
-35.3%
3,107
-15.9%
0.01%
-16.7%
Q2 2021$374,000
+7.2%
3,696
+0.9%
0.01%0.0%
Q1 2021$349,000
+5.1%
3,6630.0%0.01%0.0%
Q4 2020$332,000
-96.0%
3,663
-97.3%
0.01%
-97.0%
Q1 2020$8,342,000
+14.7%
133,319
+45.3%
0.20%
+50.7%
Q4 2019$7,271,000
-10.3%
91,753
-16.5%
0.13%
-15.7%
Q3 2019$8,107,000
+25.1%
109,929
+25.0%
0.16%
+23.3%
Q2 2019$6,483,000
+2.2%
87,9480.0%0.13%
+0.8%
Q1 2019$6,345,000
+12.4%
87,9480.0%0.13%
-0.8%
Q4 2018$5,643,000
+420.6%
87,948
+502.5%
0.13%
+486.4%
Q3 2018$1,084,000
+45.1%
14,598
+38.9%
0.02%
+37.5%
Q2 2018$747,000
+85.4%
10,508
+86.9%
0.02%
+77.8%
Q1 2018$403,000
+25.9%
5,623
-1.9%
0.01%0.0%
Q4 2015$320,000
+1180.0%
5,734
+1203.2%
0.01%
+800.0%
Q4 2013$25,0004400.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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