WestEnd Advisors, LLC - 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
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,628,289
+343.3%
28,454
+360.4%
0.08%
+364.7%
Q2 2023$592,873
-92.0%
6,180
-92.4%
0.02%
-92.6%
Q1 2023$7,428,946
-67.0%
81,493
-69.3%
0.23%
-68.6%
Q4 2022$22,514,334
+168.2%
265,249
+145.9%
0.74%
+161.9%
Q3 2022$8,395,000
-99.9%
107,858
-10.3%
0.28%
-11.6%
Q2 2022$10,090,540,000
+16.1%
120,283
+38.1%
0.32%
+36.5%
Q1 2022$8,690,738,000
-8.7%
87,099
-3.2%
0.23%
-10.0%
Q4 2021$9,517,767,000
+1228.9%
89,977
+1155.3%
0.26%
+1077.3%
Q3 2021$716,226,000
+808.6%
7,168
+820.2%
0.02%
+633.3%
Q2 2021$78,827,000
+98.7%
779
+86.8%
0.00%
+50.0%
Q1 2021$39,677,000
-49.6%
417
-51.9%
0.00%
-50.0%
Q4 2020$78,654,000
+21.4%
867
+6.9%
0.00%0.0%
Q3 2020$64,815,000
-36.5%
811
-41.4%
0.00%
-42.9%
Q2 2020$102,102,000
-92.6%
1,385
-93.7%
0.01%
-93.9%
Q1 2020$1,370,971,000
+1154.5%
21,911
+1488.9%
0.12%
+1337.5%
Q4 2019$109,286,000
+30.3%
1,379
+21.3%
0.01%
+14.3%
Q3 2019$83,853,000
-24.7%
1,137
-24.8%
0.01%
-30.0%
Q2 2019$111,375,000
-74.7%
1,511
-78.0%
0.01%
-78.7%
Q4 2018$439,752,000
+122053.3%
6,854
+136980.0%
0.05%
Q4 2017$360,000
-72.3%
5
-77.3%
0.00%
Q3 2016$1,300,000220.00%
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