MORRIS FINANCIAL CONCEPTS, INC. - 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
MORRIS FINANCIAL CONCEPTS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,801
-26.2%
247
-23.3%
0.02%
-25.0%
Q2 2023$30,878
+23.3%
322
+17.1%
0.02%
+11.1%
Q1 2023$25,052
+47.0%
275
+36.8%
0.02%
+28.6%
Q4 2022$17,045
-18.8%
201
-26.6%
0.01%
-36.4%
Q3 2022$21,000
-4.5%
274
+5.0%
0.02%
+4.8%
Q2 2022$22,000
-15.4%
261
+0.8%
0.02%
-4.5%
Q1 2022$26,000
-3.7%
259
+0.8%
0.02%
-4.3%
Q4 2021$27,0002570.02%
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