Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,641,242
-7.1%
17,768
-3.6%
0.12%0.0%
Q2 2023$1,767,453
+18.0%
18,422
+12.1%
0.12%
+41.5%
Q1 2023$1,498,410
+13.5%
16,437
+5.7%
0.08%
-4.7%
Q4 2022$1,320,197
+7.0%
15,554
-1.9%
0.09%
-3.4%
Q3 2022$1,234,000
-8.5%
15,861
-1.4%
0.09%
-6.3%
Q2 2022$1,349,000
-15.3%
16,080
+0.7%
0.10%
-3.1%
Q1 2022$1,593,000
-5.3%
15,964
+0.3%
0.10%
-6.7%
Q4 2021$1,683,000
+11.1%
15,913
+5.0%
0.10%
-8.7%
Q3 2021$1,515,000
-0.3%
15,160
+0.9%
0.12%
-1.7%
Q2 2021$1,520,000
+4.6%
15,018
-1.7%
0.12%
-5.6%
Q1 2021$1,453,000
-86.8%
15,272
-87.4%
0.12%
-88.1%
Q4 2020$10,973,000
-6.5%
120,958
-17.6%
1.04%
+16.5%
Q3 2020$11,738,000
+1178.6%
146,871
+1079.6%
0.89%
+620.2%
Q2 2020$918,000
+24.4%
12,451
+5.6%
0.12%
+5.1%
Q1 2020$738,000
+222.3%
11,792
+307.5%
0.12%
+257.6%
Q4 2019$229,000
-53.4%
2,894
-62.2%
0.03%
-80.7%
Q4 2018$491,0007,6640.17%
Other shareholders
ISHARES TR shareholders Q4 2022
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