Cambridge Investment Research Advisors, 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
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,774
-4.0%
51,687
-0.3%
0.02%
-4.3%
Q2 2023$4,971
-13.7%
51,818
-18.0%
0.02%
-17.9%
Q1 2023$5,757
+9.5%
63,157
+2.0%
0.03%
+3.7%
Q4 2022$5,256
-99.9%
61,919
-15.2%
0.03%
-15.6%
Q3 2022$5,685,000
-10.3%
73,043
-3.3%
0.03%
-5.9%
Q2 2022$6,336,000
-24.3%
75,525
-10.0%
0.03%
-10.5%
Q1 2022$8,374,000
+2.0%
83,921
+8.2%
0.04%
+2.7%
Q4 2021$8,207,000
+6.9%
77,581
+0.9%
0.04%
-2.6%
Q3 2021$7,679,000
-5.5%
76,856
-4.3%
0.04%
-2.6%
Q2 2021$8,129,000
+2.8%
80,337
-3.3%
0.04%
-9.3%
Q1 2021$7,908,000
+13.7%
83,116
+8.4%
0.04%
+4.9%
Q4 2020$6,956,000
-13.5%
76,677
-23.8%
0.04%
-24.1%
Q3 2020$8,044,000
-25.3%
100,654
-31.1%
0.05%
-33.3%
Q2 2020$10,771,000
+15.6%
146,112
-1.9%
0.08%
-9.0%
Q1 2020$9,318,000
-14.3%
148,928
+8.6%
0.09%
+6.0%
Q4 2019$10,871,000
+11.9%
137,167
+4.1%
0.08%
-1.2%
Q3 2019$9,715,000
+1.7%
131,722
+1.7%
0.08%
-3.4%
Q2 2019$9,548,000
+47.7%
129,537
+44.6%
0.09%
+41.9%
Q1 2019$6,463,000
+141.4%
89,580
+114.7%
0.06%
+106.7%
Q4 2018$2,677,000
+48.3%
41,721
+71.7%
0.03%
+76.5%
Q3 2018$1,805,000
+49.3%
24,303
+43.0%
0.02%
+30.8%
Q2 2018$1,209,000
+2.6%
17,000
+3.5%
0.01%0.0%
Q1 2018$1,178,000
+37.3%
16,423
+38.1%
0.01%
+30.0%
Q4 2017$858,000
+32.0%
11,895
+25.9%
0.01%
+11.1%
Q3 2017$650,000
-59.3%
9,451
-61.2%
0.01%
-60.9%
Q2 2017$1,597,000
+472.4%
24,385
+451.9%
0.02%
+360.0%
Q1 2017$279,000
+6.9%
4,418
+0.2%
0.01%0.0%
Q4 2016$261,000
+8.8%
4,408
+8.4%
0.01%
+25.0%
Q3 2016$240,000
+3.0%
4,065
-1.7%
0.00%
-20.0%
Q2 2016$233,000
+0.9%
4,136
+0.5%
0.01%0.0%
Q1 2016$231,000
-6.5%
4,116
-6.8%
0.01%
-16.7%
Q4 2015$247,000
-10.2%
4,417
-4.6%
0.01%
-25.0%
Q2 2015$275,000
-42.8%
4,628
-42.3%
0.01%
-42.9%
Q1 2015$481,000
+37.4%
8,019
+34.1%
0.01%
+27.3%
Q4 2014$350,000
+19.9%
5,982
+20.7%
0.01%
+22.2%
Q3 2014$292,000
+31.5%
4,955
+34.6%
0.01%
+12.5%
Q2 2014$222,000
-3.5%
3,681
-6.7%
0.01%
-11.1%
Q1 2014$230,000
+7.5%
3,947
+6.2%
0.01%0.0%
Q4 2013$214,000
-18.6%
3,716
-29.3%
0.01%
-30.8%
Q2 2013$263,0005,2540.01%
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