Essex Financial Services, Inc. - 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
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$380,010
-16.4%
4,114
-13.2%
0.04%
-15.4%
Q2 2023$454,564
+5.2%
4,7380.0%0.05%
+15.6%
Q1 2023$431,916
+107341.8%
4,7380.0%0.04%
+4.7%
Q4 2022$402
-99.9%
4,7380.0%0.04%
-2.3%
Q3 2022$369,000
-7.1%
4,7380.0%0.04%0.0%
Q2 2022$397,000
-59.2%
4,738
-50.0%
0.04%
-6.4%
Q1 2022$974,000
+94.4%
9,476
+100.0%
0.05%
-6.0%
Q4 2021$501,000
+5.9%
4,7380.0%0.05%
-7.4%
Q3 2021$473,000
+29.6%
4,738
+23.4%
0.05%
+1.9%
Q2 2021$365,0000.0%3,8380.0%0.05%
-18.5%
Q1 2021$365,000
+78.0%
3,838
+70.0%
0.06%
+58.5%
Q4 2020$205,000
-12.8%
2,258
-42.1%
0.04%
-41.4%
Q2 2014$235,000
+3.5%
3,9000.0%0.07%
-5.4%
Q1 2014$227,000
+0.9%
3,9000.0%0.07%
-2.6%
Q4 2013$225,0003,9000.08%
Other shareholders
ISHARES TR shareholders Q2 2021
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