Partnervest Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Partnervest Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2015$2,919,000
-39.0%
48,634
-40.6%
1.51%
-34.9%
Q4 2014$4,789,000
-2.9%
81,869
-2.2%
2.32%
-9.5%
Q3 2014$4,931,000
-8.6%
83,725
-6.5%
2.57%
+5.9%
Q2 2014$5,397,000
+14.1%
89,558
+10.1%
2.42%
+14.5%
Q1 2014$4,728,000
+9.3%
81,314
+8.3%
2.12%
+5.2%
Q4 2013$4,327,00075,0872.01%
Other shareholders
ISHARES TR shareholders Q3 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