BSW Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,901,199
-4.4%
31,409
-0.7%
0.64%
+1.9%
Q2 2023$3,034,721
+2.8%
31,631
-2.3%
0.63%
+4.6%
Q1 2023$2,951,213
+107805.4%
32,374
+0.5%
0.60%
+3.1%
Q4 2022$2,735
-99.9%
32,218
-5.8%
0.59%
-10.2%
Q3 2022$2,661,000
-11.0%
34,193
-4.0%
0.65%
-8.7%
Q2 2022$2,989,000
-11.1%
35,634
+5.7%
0.72%
-15.8%
Q1 2022$3,364,000
-9.4%
33,717
-3.9%
0.85%
-8.8%
Q4 2021$3,713,000
+3.9%
35,103
-1.8%
0.93%
-6.6%
Q3 2021$3,572,000
-10.5%
35,744
-9.3%
1.00%
-9.0%
Q2 2021$3,989,000
+5.4%
39,421
-0.8%
1.10%
+0.4%
Q1 2021$3,783,000
+2.1%
39,758
-2.7%
1.09%
-4.1%
Q4 2020$3,707,000
+12.4%
40,867
-0.9%
1.14%
-7.8%
Q3 2020$3,297,000
-0.8%
41,254
-8.5%
1.24%
+11.0%
Q2 2020$3,325,000
+59.6%
45,105
+35.5%
1.11%
+28.8%
Q1 2020$2,083,000
-38.5%
33,297
-22.1%
0.86%
-25.0%
Q4 2019$3,388,000
+7.6%
42,749
+0.1%
1.15%
-4.7%
Q3 2019$3,149,000
-1.4%
42,701
-1.5%
1.21%
+0.2%
Q2 2019$3,194,000
+2.5%
43,331
+0.3%
1.21%
-2.1%
Q1 2019$3,117,000
-66.2%
43,204
-69.9%
1.23%
-64.6%
Q4 2018$9,220,000
+315.5%
143,710
+380.9%
3.48%
+312.1%
Q3 2018$2,219,000
+3.6%
29,883
-0.7%
0.84%
-8.7%
Q2 2018$2,141,000
+5.5%
30,106
+6.4%
0.93%
+1.9%
Q1 2018$2,029,000
+0.0%
28,292
+0.5%
0.91%
+7.7%
Q4 2017$2,028,000
+4.8%
28,138
+0.0%
0.84%0.0%
Q3 2017$1,936,000
+5.1%
28,1250.0%0.84%
+0.7%
Q2 2017$1,842,000
+5.4%
28,125
+1.9%
0.84%
-3.1%
Q1 2017$1,747,000
+6.0%
27,609
-0.9%
0.86%
+0.5%
Q4 2016$1,648,000
-93.9%
27,859
+1655.5%
0.86%
-7.1%
Q3 2016$26,846,000
+1677.9%
1,587
-94.1%
0.93%
+11.7%
Q2 2016$1,510,000
+0.9%
26,846
+0.5%
0.83%
-1.5%
Q1 2016$1,497,000
+14.5%
26,703
+14.1%
0.84%
+29.1%
Q4 2015$1,307,000
-44.0%
23,407
-45.9%
0.65%
-53.1%
Q3 2015$2,334,000
+79.8%
43,266
+98.1%
1.39%
+68.9%
Q2 2015$1,298,000
-1.0%
21,8370.0%0.82%
-1.2%
Q1 2015$1,311,000
+5.4%
21,837
+2.7%
0.83%
-16.9%
Q4 2014$1,244,000
+25.3%
21,267
+26.1%
1.00%
+29.2%
Q3 2014$993,000
-2.3%
16,8670.0%0.78%
-3.0%
Q2 2014$1,016,000
+3.6%
16,8670.0%0.80%
+0.9%
Q1 2014$981,000
+15.0%
16,867
+13.9%
0.79%
+16.6%
Q4 2013$853,000
+6.9%
14,8040.0%0.68%
-1.9%
Q3 2013$798,000
+4.7%
14,804
-2.9%
0.69%
+3.7%
Q2 2013$762,00015,2450.67%
Other shareholders
ISHARES TR shareholders Q4 2020
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