Meristem Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 557 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$11,680,000
+9.8%
117,059
+16.5%
1.26%
+38.5%
Q4 2021$10,633,000
-8.3%
100,516
-13.3%
0.91%
-18.4%
Q3 2021$11,590,000
+87.5%
115,993
+89.9%
1.12%
+14.8%
Q2 2021$6,182,000
+27.0%
61,094
+19.4%
0.97%
-0.8%
Q1 2021$4,869,000
-7.3%
51,170
-11.6%
0.98%
-11.9%
Q4 2020$5,254,000
+80.7%
57,910
+59.1%
1.11%
+49.4%
Q3 2020$2,908,000
+8.2%
36,388
-0.2%
0.74%
+1.1%
Q2 2020$2,688,000
+3.3%
36,456
-12.3%
0.74%
-7.9%
Q1 2020$2,602,000
-16.7%
41,587
+5.5%
0.80%
+3.9%
Q4 2019$3,124,000
+7.6%
39,418
+0.1%
0.77%
-1.8%
Q3 2019$2,904,000
+8.5%
39,370
+8.5%
0.78%
-3.9%
Q2 2019$2,676,000
-1.0%
36,300
-3.1%
0.82%
-10.7%
Q1 2019$2,704,000
-12.5%
37,479
-22.2%
0.91%
-19.1%
Q4 2018$3,090,000
+650.0%
48,159
+767.4%
1.13%
+701.4%
Q3 2018$412,000
-10.2%
5,552
-13.9%
0.14%
-12.4%
Q2 2018$459,000
-52.5%
6,452
-52.1%
0.16%
-53.3%
Q1 2018$966,000
-0.2%
13,474
+0.3%
0.34%
-1.7%
Q4 2017$968,000
-0.5%
13,429
-5.0%
0.35%
-10.2%
Q3 2017$973,000
+5.1%
14,1330.0%0.39%
+2.9%
Q2 2017$926,000
+0.9%
14,133
-2.6%
0.38%
+4.4%
Q1 2017$918,000
-63.4%
14,513
-65.8%
0.36%
-64.5%
Q4 2016$2,510,000
+843.6%
42,427
+842.4%
1.03%
+816.1%
Q3 2016$266,000
+5.6%
4,502
+0.4%
0.11%
+0.9%
Q2 2016$252,000
-67.7%
4,484
-67.8%
0.11%
-67.8%
Q1 2016$780,000
-75.1%
13,915
-75.2%
0.34%
-71.9%
Q4 2015$3,133,000
+206.0%
56,129
+195.6%
1.23%
+128.4%
Q3 2015$1,024,000
+133.3%
18,985
+157.2%
0.54%
+180.2%
Q2 2015$439,000
-55.6%
7,381
-55.2%
0.19%
-53.4%
Q1 2015$989,000
+2.6%
16,4840.0%0.41%
+17.4%
Q4 2014$964,000
+36.5%
16,484
+37.6%
0.35%
+16.2%
Q3 2014$706,00011,9820.30%
Other shareholders
ISHARES TR shareholders Q4 2021
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