HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$280,484
-4.8%
3,037
-1.1%
0.01%0.0%
Q2 2023$294,683
+7.1%
3,072
+1.8%
0.01%0.0%
Q1 2023$275,225
+62880.5%
3,019
-41.3%
0.01%0.0%
Q4 2022$437
-99.8%
5,146
+101.4%
0.01%
-25.0%
Q2 2022$214,000
-16.1%
2,5550.0%0.02%
+14.3%
Q1 2022$255,000
-5.6%
2,5550.0%0.01%0.0%
Q4 2021$270,000
+5.9%
2,5550.0%0.01%0.0%
Q3 2021$255,000
-1.5%
2,5550.0%0.01%0.0%
Q2 2021$259,000
+6.6%
2,5550.0%0.01%0.0%
Q1 2021$243,000
+4.7%
2,5550.0%0.01%0.0%
Q4 2020$232,000
+13.7%
2,5550.0%0.01%0.0%
Q3 2020$204,0002,5550.01%
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