Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 464 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 7.78 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$308,624
+9.1%
3,6360.12%
+5.5%
Q3 2022$283,000
-7.2%
0
-100.0%
0.11%
+7.9%
Q2 2022$305,000
-16.0%
3,6360.0%0.10%
-8.2%
Q1 2022$363,000
-5.7%
3,6360.0%0.11%
-0.9%
Q4 2021$385,000
+6.1%
3,6360.0%0.11%0.0%
Q3 2021$363,000
-1.4%
3,6360.0%0.11%0.0%
Q2 2021$368,000
+11.5%
3,6360.0%0.11%0.0%
Q4 2020$330,000
+13.4%
3,6360.0%0.11%
+0.9%
Q3 2020$291,000
+8.6%
3,6360.0%0.11%
+1.9%
Q2 2020$268,000
+17.5%
3,6360.0%0.11%
+11.3%
Q1 2020$228,000
-20.8%
3,6360.0%0.10%
+5.4%
Q4 2019$288,000
+7.5%
3,6360.0%0.09%
+3.4%
Q3 2019$268,0000.0%3,6360.0%0.09%
-4.3%
Q2 2019$268,000
+2.3%
3,6360.0%0.09%
+8.1%
Q1 2019$262,000
+12.4%
3,6360.0%0.09%
+6.2%
Q4 2018$233,000
-13.7%
3,6360.0%0.08%
-1.2%
Q3 2018$270,000
+4.2%
3,6360.0%0.08%
-32.2%
Q2 2018$259,000
-8.2%
3,636
-7.6%
0.12%
+36.0%
Q1 2018$282,000
-0.7%
3,9360.0%0.09%0.0%
Q4 2017$284,000
+4.8%
3,9360.0%0.09%
+2.3%
Q3 2017$271,000
+5.0%
3,9360.0%0.09%
-1.1%
Q2 2017$258,000
+3.6%
3,9360.0%0.09%
+2.3%
Q1 2017$249,000
+6.9%
3,9360.0%0.09%
+2.4%
Q4 2016$233,000
-13.1%
3,936
-13.2%
0.08%
-11.6%
Q3 2016$268,000
-3.6%
4,536
-8.1%
0.10%
-5.9%
Q2 2016$278,000
+0.4%
4,9360.0%0.10%
-1.9%
Q1 2016$277,000
+0.4%
4,9360.0%0.10%
+9.6%
Q4 2015$276,000
+40.8%
4,936
+35.8%
0.09%
+34.3%
Q3 2015$196,000
-9.3%
3,6360.0%0.07%
-4.1%
Q2 2015$216,000
-29.4%
3,636
-26.3%
0.07%
-27.7%
Q1 2015$306,000
+3.7%
4,9360.0%0.10%
+2.0%
Q4 2014$295,000
+0.3%
4,9360.0%0.10%
-7.5%
Q3 2014$294,000
+34.2%
4,936
+35.8%
0.11%
+32.1%
Q2 2014$219,000
+3.8%
3,6360.0%0.08%
-2.4%
Q1 2014$211,000
-3.2%
3,636
-3.8%
0.08%
-2.4%
Q4 2013$218,000
-17.1%
3,781
-22.4%
0.08%
-26.1%
Q3 2013$263,000
+7.8%
4,870
-0.4%
0.12%0.0%
Q2 2013$244,0004,8900.12%
Other shareholders
ISHARES TR shareholders Q4 2019
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