SIGNATUREFD, 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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,505,497
-3.9%
27,125
-0.2%
0.06%
-3.0%
Q2 2023$2,606,563
+4.6%
27,169
-0.6%
0.07%
-1.5%
Q1 2023$2,491,767
+12.9%
27,334
+5.1%
0.07%
+4.6%
Q4 2022$2,207,559
+17.2%
26,008
+7.5%
0.06%0.0%
Q3 2022$1,884,000
-10.6%
24,202
-3.6%
0.06%
-9.7%
Q2 2022$2,107,000
-22.3%
25,112
-7.6%
0.07%
-12.2%
Q1 2022$2,713,000
-11.9%
27,192
-6.6%
0.08%
-13.7%
Q4 2021$3,080,000
+5.2%
29,114
-0.6%
0.10%
-5.9%
Q3 2021$2,928,000
-7.5%
29,302
-6.3%
0.10%
-19.8%
Q2 2021$3,164,000
+7.4%
31,263
+1.0%
0.13%
-3.1%
Q1 2021$2,946,000
+3.6%
30,966
-1.2%
0.13%
-3.0%
Q4 2020$2,845,000
+32.5%
31,355
+16.7%
0.13%
+16.5%
Q3 2020$2,147,000
-3.2%
26,866
-10.6%
0.12%
-14.2%
Q2 2020$2,217,000
-5.3%
30,067
-19.7%
0.13%
-33.7%
Q1 2020$2,342,000
+86.8%
37,435
+136.5%
0.20%
+117.2%
Q4 2019$1,254,000
+5.6%
15,828
-1.8%
0.09%
-5.1%
Q3 2019$1,188,000
-6.7%
16,114
-6.7%
0.10%
-10.9%
Q2 2019$1,273,000
+14.1%
17,270
+11.7%
0.11%
+15.8%
Q1 2019$1,116,000
-42.9%
15,461
-49.2%
0.10%
-47.8%
Q4 2018$1,953,000
+3655.8%
30,439
+4217.6%
0.18%
+3540.0%
Q3 2018$52,000
-8.8%
705
-11.7%
0.01%
-16.7%
Q2 2018$57,000
+11.8%
798
+11.8%
0.01%0.0%
Q1 2018$51,000
+21.4%
714
+0.4%
0.01%0.0%
Q3 2016$42,000
+5.0%
7110.0%0.01%0.0%
Q2 2016$40,0000.0%7110.0%0.01%
-14.3%
Q1 2016$40,0000.0%7110.0%0.01%
-12.5%
Q4 2015$40,000
+5.3%
7110.0%0.01%
-11.1%
Q3 2015$38,000
-9.5%
7110.0%0.01%0.0%
Q2 2015$42,000
+13.5%
711
+16.6%
0.01%0.0%
Q1 2015$37,000
+825.0%
610
+653.1%
0.01%
+350.0%
Q3 2013$4,000810.00%
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