ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 335 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $364,626 | +2.1% | 3,244 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $357,262 | +8.2% | 3,244 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $330,142 | +10.2% | 3,244 | 0.0% | 0.01% | -16.7% |
| Q3 2023 | $299,649 | -7.4% | 3,244 | -3.8% | 0.01% | 0.0% |
| Q2 2023 | $323,607 | +61.4% | 3,373 | +53.3% | 0.01% | -25.0% |
| Q1 2023 | $200,552 | -8.8% | 2,200 | 0.0% | 0.01% | -20.0% |
| Q1 2022 | $220,000 | -5.6% | 2,200 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $233,000 | +5.9% | 2,200 | 0.0% | 0.01% | -18.2% |
| Q3 2021 | $220,000 | -1.3% | 2,200 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $223,000 | +6.7% | 2,200 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $209,000 | +4.5% | 2,200 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $200,000 | -9.5% | 2,200 | -26.7% | 0.02% | -60.0% |
| Q2 2019 | $221,000 | +2.3% | 3,000 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $216,000 | -3.1% | 3,000 | 0.0% | 0.04% | -11.1% |
| Q3 2018 | $223,000 | – | 3,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,146,396 | $104,505,459 | 85.77% |
| MKP Capital Management, L.L.C. | 5,770,000 | $525,993,200 | 70.71% |
| Nationwide Asset Management LLC | 201,800 | $18,214 | 56.21% |
| Granger Management LLC | 732,021 | $66,731,070 | 29.46% |
| Three Bridge Wealth Advisors, LLC | 403,771 | $36,807,756 | 17.06% |
| DIMENSION CAPITAL MANAGEMENT LLC | 815,776 | $74,366,068 | 17.02% |
| MINOT CAPITAL, LP | 1,026,452 | $93,571,364 | 16.94% |
| FFT WEALTH MANAGEMENT LLC | 1,346,561 | $122,752,505 | 15.24% |
| GR FINANCIAL GROUP, LLC | 463,794 | $42,279,475 | 15.06% |
| EPIQ Capital Group, LLC | 325,799 | $29,699,875 | 14.94% |