Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 464 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 7.78 and the average weighting 1.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,563,508
-3.2%
38,579
+0.6%
0.01%0.0%
Q2 2023$3,679,897
+8.8%
38,356
+3.4%
0.01%0.0%
Q1 2023$3,382,746
+4.0%
37,108
-3.1%
0.01%0.0%
Q4 2022$3,251,395
+9.6%
38,306
+0.5%
0.01%0.0%
Q3 2022$2,966,000
-3.3%
38,103
+4.2%
0.01%0.0%
Q2 2022$3,067,000
+107.1%
36,555
+146.3%
0.01%
+150.0%
Q1 2022$1,481,000
-21.4%
14,841
-16.7%
0.00%
-33.3%
Q4 2021$1,884,000
-2.6%
17,809
-8.0%
0.00%0.0%
Q3 2021$1,934,000
+6.3%
19,354
+7.6%
0.00%0.0%
Q2 2021$1,820,000
-12.2%
17,987
-17.4%
0.00%
-25.0%
Q1 2021$2,073,000
+10.2%
21,784
+5.1%
0.00%0.0%
Q4 2020$1,881,000
+12.4%
20,733
-1.0%
0.00%0.0%
Q3 2020$1,674,000
-5.3%
20,946
-12.6%
0.00%
-20.0%
Q2 2020$1,768,000
+112.5%
23,978
+80.3%
0.01%
+66.7%
Q1 2020$832,000
+5.2%
13,302
+33.3%
0.00%
+50.0%
Q4 2019$791,000
+10.3%
9,981
+2.7%
0.00%0.0%
Q3 2019$717,000
+46.9%
9,722
+46.8%
0.00%0.0%
Q2 2019$488,000
+5.6%
6,621
+3.4%
0.00%0.0%
Q1 2019$462,000
-4.1%
6,406
-14.7%
0.00%0.0%
Q4 2018$482,000
-62.4%
7,512
-56.5%
0.00%
-60.0%
Q3 2018$1,283,000
+180.7%
17,281
+169.0%
0.01%
+150.0%
Q2 2018$457,000
-10.0%
6,423
-9.3%
0.00%0.0%
Q1 2018$508,000
-9.3%
7,085
-8.8%
0.00%0.0%
Q4 2017$560,000
+49.7%
7,766
+36.1%
0.00%0.0%
Q2 2017$374,000
-12.0%
5,705
-15.1%
0.00%0.0%
Q1 2017$425,000
+40.7%
6,723
+31.7%
0.00%0.0%
Q4 2016$302,000
-2.3%
5,105
-2.2%
0.00%0.0%
Q3 2016$309,000
+2.0%
5,222
-3.0%
0.00%0.0%
Q2 2016$303,000
+191.3%
5,384
+191.5%
0.00%
+100.0%
Q1 2016$104,000
+2500.0%
1,847
+2741.5%
0.00%
Q4 2015$4,0000.0%650.0%0.00%
Q3 2015$4,000
+33.3%
65
+12.1%
0.00%
Q1 2015$3,000
-97.6%
58
-97.2%
0.00%
-100.0%
Q4 2014$123,000
-0.8%
2,1020.0%0.00%0.0%
Q3 2014$124,000
-1.6%
2,102
+0.5%
0.00%
-50.0%
Q2 2014$126,000
-5.3%
2,091
-8.5%
0.00%0.0%
Q1 2014$133,000
-24.0%
2,284
-24.9%
0.00%
-33.3%
Q4 2013$175,000
+43.4%
3,043
+34.3%
0.00%
+50.0%
Q3 2013$122,000
+6000.0%
2,265
+4719.1%
0.00%
Q2 2013$2,000470.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders