McKinley Carter Wealth Services, 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
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$751,773
+19.3%
8,857
+9.5%
0.06%
+8.5%
Q3 2022$630,000
-8.6%
8,088
-1.6%
0.06%
-3.3%
Q2 2022$689,000
-17.1%
8,219
-1.3%
0.06%
-6.2%
Q1 2022$831,000
+6.8%
8,325
+13.2%
0.06%
+12.1%
Q4 2021$778,000
+6.0%
7,353
+0.1%
0.06%
-3.3%
Q3 2021$734,000
+6.8%
7,346
+8.2%
0.06%
+5.3%
Q2 2021$687,000
+8.5%
6,788
+2.1%
0.06%
+5.6%
Q1 2021$633,0006,6500.05%
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