Raymond James Financial Services Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,831,865
-5.7%
149,744
-2.1%
0.02%
-3.8%
Q2 2023$14,669,562
+25.7%
152,904
+19.5%
0.03%
+18.2%
Q1 2023$11,668,178
+8.3%
127,997
+0.8%
0.02%0.0%
Q4 2022$10,774,313
+44.9%
126,940
+32.9%
0.02%
+29.4%
Q3 2022$7,435,000
-45.7%
95,528
-41.4%
0.02%
-43.3%
Q2 2022$13,688,000
+9.7%
163,156
+30.5%
0.03%
+25.0%
Q1 2022$12,477,000
+29.2%
125,044
+37.0%
0.02%
+33.3%
Q4 2021$9,655,000
-23.1%
91,276
-27.3%
0.02%
-28.0%
Q3 2021$12,548,000
+75.7%
125,578
+77.9%
0.02%
+66.7%
Q2 2021$7,141,000
-20.6%
70,573
-25.4%
0.02%
-25.0%
Q1 2021$8,998,000
+49.7%
94,562
+42.7%
0.02%
+33.3%
Q4 2020$6,011,000
-12.3%
66,256
-22.8%
0.02%
-25.0%
Q3 2020$6,855,000
+1.3%
85,769
-6.6%
0.02%
-9.1%
Q2 2020$6,769,000
-43.7%
91,817
-52.2%
0.02%
-57.7%
Q1 2020$12,024,000
-79.3%
192,172
-73.8%
0.05%
-72.0%
Q4 2019$58,149,000
+22.1%
733,742
+13.7%
0.19%
+7.5%
Q3 2019$47,608,000
-12.9%
645,534
-13.0%
0.17%
-17.6%
Q2 2019$54,667,000
+1.4%
741,642
-0.7%
0.21%
-5.8%
Q1 2019$53,894,000
+174.2%
746,976
+143.8%
0.22%
+116.5%
Q4 2018$19,657,000
+183.8%
306,366
+228.5%
0.10%
+232.3%
Q3 2018$6,926,000
+9.9%
93,269
+5.2%
0.03%
-3.1%
Q2 2018$6,303,000
+2.4%
88,618
+3.2%
0.03%
-8.6%
Q1 2018$6,156,000
+21.5%
85,850
+22.1%
0.04%
+9.4%
Q4 2017$5,067,000
+38.3%
70,289
+32.0%
0.03%
+39.1%
Q3 2017$3,664,000
+10.0%
53,234
+4.6%
0.02%0.0%
Q2 2017$3,332,000
+11.8%
50,879
+8.0%
0.02%0.0%
Q1 2017$2,979,000
+10.3%
47,092
+3.2%
0.02%0.0%
Q4 2016$2,700,000
+3.8%
45,630
+3.7%
0.02%0.0%
Q3 2016$2,601,000
-0.6%
44,007
-5.4%
0.02%
-8.0%
Q2 2016$2,616,000
+12.1%
46,522
+11.8%
0.02%
-7.4%
Q1 2016$2,333,000
-25.5%
41,618
-25.8%
0.03%
-27.0%
Q4 2015$3,130,000
-86.4%
56,062
-86.8%
0.04%
-90.4%
Q3 2015$22,933,000425,1640.38%
Other shareholders
ISHARES TR shareholders Q1 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