Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 223 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.04 and the average weighting 1.0%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$30,000
-79.5%
401
-80.4%
0.01%
-81.2%
Q2 2018$146,000
+4766.7%
2,046
+4446.7%
0.03%
Q3 2016$3,0000.0%450.0%0.00%
Q2 2016$3,0000.0%450.0%0.00%
Q1 2016$3,0000.0%450.0%0.00%
Q4 2015$3,0000.0%450.0%0.00%
Q3 2015$3,000
-40.0%
45
-41.6%
0.00%
Q2 2015$5,000
-99.9%
77
-99.9%
0.00%
-100.0%
Q1 2015$6,541,000
-15.5%
108,975
-17.7%
0.46%
-25.0%
Q4 2014$7,744,000
-13.0%
132,366
-12.4%
0.61%
-24.5%
Q3 2014$8,904,000151,1670.80%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders