CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 316 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.42 and the average weighting 0.6%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,436
-23.7%
26,371
-20.7%
0.02%
-25.0%
Q2 2023$3,192
+262.7%
33,274
+244.5%
0.02%
+233.3%
Q1 2023$880
+118.4%
9,658
+103.5%
0.01%
+100.0%
Q4 2022$403
-99.9%
4,745
+11.0%
0.00%0.0%
Q3 2022$333,000
-52.8%
4,275
-49.1%
0.00%
-40.0%
Q2 2022$705,000
+77.6%
8,406
+111.5%
0.01%
+66.7%
Q1 2022$397,000
-5.5%
3,9750.0%0.00%0.0%
Q4 2021$420,000
+4.5%
3,9750.0%0.00%0.0%
Q2 2021$402,0000.0%3,9750.0%0.00%0.0%
Q1 2021$402,0000.0%3,9750.0%0.00%0.0%
Q4 2020$402,0000.0%3,9750.0%0.00%0.0%
Q3 2020$402,0000.0%3,9750.0%0.00%0.0%
Q2 2020$402,0000.0%3,9750.0%0.00%0.0%
Q1 2020$402,0000.0%3,9750.0%0.00%0.0%
Q4 2019$402,0000.0%3,9750.0%0.00%0.0%
Q3 2019$402,0000.0%3,9750.0%0.00%0.0%
Q2 2019$402,0000.0%3,9750.0%0.00%0.0%
Q1 2019$402,000
+189.2%
3,975
+83.5%
0.00%0.0%
Q4 2018$139,000
+120.6%
2,166
+156.0%
0.00%
+50.0%
Q3 2018$63,000
-65.2%
846
-66.4%
0.00%
-71.4%
Q1 2018$181,000
-6.7%
2,520
-6.3%
0.01%
-22.2%
Q4 2017$194,000
+17.6%
2,689
+6.7%
0.01%
+12.5%
Q2 2017$165,000
+3.8%
2,5200.0%0.01%
-11.1%
Q1 2017$159,000
+6.7%
2,5200.0%0.01%0.0%
Q4 2016$149,0002,5200.01%
Other shareholders
ISHARES TR shareholders Q2 2018
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