PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 139 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.62 and the average weighting 1.6%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2014$503,000
+1.2%
10,543
-0.2%
0.15%
-3.8%
Q1 2014$497,000
-1.2%
10,568
-3.8%
0.16%
-6.6%
Q4 2013$503,000
+1.6%
10,985
+0.0%
0.17%
-4.6%
Q3 2013$495,000
+5.3%
10,9800.0%0.18%
+2.3%
Q2 2013$470,00010,9800.17%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders