YHB Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 647 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,107,860
-4.1%
27,650
-6.0%
0.27%
-7.0%
Q1 2024$3,240,575
-12.0%
29,425
-18.7%
0.29%
-19.4%
Q4 2023$3,681,530
+10.2%
36,1750.0%0.36%
+15.6%
Q3 2023$3,341,485
-20.5%
36,175
-17.4%
0.31%
-21.4%
Q2 2023$4,202,172
+2.5%
43,800
-2.6%
0.39%
-4.6%
Q1 2023$4,099,921
+1300.1%
44,975
+1203.6%
0.41%
+1225.8%
Q4 2022$292,8363,4500.03%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders