TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 321 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 3.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,004,323
-5.3%
86,655
-1.6%
0.34%
-4.5%
Q2 2023$8,452,984
+5.2%
88,1070.0%0.36%
-1.6%
Q1 2023$8,031,833
+9.5%
88,107
+2.0%
0.36%
+4.0%
Q4 2022$7,332,953
+96.5%
86,392
+80.2%
0.35%
+55.3%
Q3 2022$3,731,000
-1.3%
47,930
+6.4%
0.23%
-20.4%
Q2 2022$3,780,000
-15.9%
45,0570.0%0.28%
+24.6%
Q1 2022$4,497,000
-3.2%
45,057
+2.6%
0.23%
+0.4%
Q4 2021$4,646,000
-33.1%
43,919
-36.8%
0.23%
-38.6%
Q3 2021$6,940,000
-1.3%
69,4550.0%0.37%
+31.2%
Q2 2021$7,028,000
+2.0%
69,455
-4.1%
0.28%
-6.6%
Q1 2021$6,893,000
+4.9%
72,4460.0%0.30%
-5.0%
Q4 2020$6,573,000
-60.4%
72,446
-65.1%
0.32%
-60.3%
Q3 2020$16,579,000
+211.2%
207,444
+187.0%
0.80%
+183.0%
Q2 2020$5,328,000
-16.2%
72,269
-28.9%
0.28%
-31.1%
Q1 2020$6,356,000
-81.8%
101,586
-77.0%
0.41%
-75.5%
Q4 2019$34,971,000
+4.7%
441,289
-2.6%
1.68%
+4.6%
Q3 2019$33,399,000
+328.0%
452,872
+327.7%
1.60%
+310.2%
Q2 2019$7,804,000
+1.8%
105,897
-0.3%
0.39%
+8.3%
Q1 2019$7,667,000
+10.5%
106,265
-1.8%
0.36%
+1.7%
Q4 2018$6,941,000
-74.9%
108,200
-70.9%
0.36%
-78.3%
Q3 2018$27,654,000
-13.0%
372,414
-16.7%
1.64%
-19.4%
Q2 2018$31,791,000
+441.3%
447,016
+445.7%
2.03%
+405.0%
Q1 2018$5,873,000
-41.6%
81,915
-41.3%
0.40%
-47.7%
Q4 2017$10,053,000139,4440.77%
Other shareholders
ISHARES TR shareholders Q1 2018
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