ATLAS CAPITAL ADVISORS LLC - 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
ATLAS CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$551,079
+7.3%
5,966
+11.5%
0.09%
+16.7%
Q2 2023$513,566
+5.2%
5,3530.0%0.08%
+1.3%
Q1 2023$487,979
+3.5%
5,353
-3.6%
0.08%
-2.5%
Q4 2022$471,338
-99.9%
5,553
-5.1%
0.08%
-4.8%
Q3 2022$455,538,000
+11.9%
5,853
+20.6%
0.08%
+20.3%
Q2 2022$407,118,000
-26.9%
4,853
-13.1%
0.07%
-19.8%
Q1 2022$557,072,000
-0.3%
5,583
+5.7%
0.09%
+3.6%
Q4 2021$558,835,000
+24.3%
5,283
+17.5%
0.08%
+15.3%
Q3 2021$449,440,000
-1.3%
4,4980.0%0.07%
-5.3%
Q2 2021$455,152,000
+50.9%
4,498
+41.8%
0.08%
+28.8%
Q1 2021$301,720,000
+75.0%
3,171
+66.9%
0.06%
+63.9%
Q4 2020$172,368,000
+33304.7%
1,900
+27042.9%
0.04%
Q2 2020$516,000
-94.5%
7
-95.4%
0.00%
-100.0%
Q1 2020$9,448,000
-21.0%
1510.0%0.00%0.0%
Q4 2019$11,966,000
+7.5%
1510.0%0.00%0.0%
Q3 2019$11,136,000
+0.1%
1510.0%0.00%
-25.0%
Q2 2019$11,130,0001510.00%
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