Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,033
-3.7%
7690.0%0.00%0.0%
Q2 2023$73,778
+5.2%
7690.0%0.00%0.0%
Q1 2023$70,102
+1232.0%
769
+1140.3%
0.00%
Q4 2022$5,263
+5.3%
620.0%0.00%
Q3 2022$5,000
-16.7%
62
-17.3%
0.00%
Q2 2022$6,000
-14.3%
750.0%0.00%
Q1 2022$7,000
-12.5%
750.0%0.00%
Q4 2021$8,000
+14.3%
750.0%0.00%
Q3 2021$7,000
-12.5%
750.0%0.00%
Q2 2021$8,000
+14.3%
750.0%0.00%
Q1 2021$7,0000.0%75
-19.4%
0.00%
Q4 2020$7,0000.0%930.0%0.00%
Q3 2020$7,000
+250.0%
93
+244.4%
0.00%
Q2 2020$2,0000.0%270.0%0.00%
Q1 2020$2,0000.0%270.0%0.00%
Q4 2019$2,0000.0%270.0%0.00%
Q3 2019$2,0000.0%270.0%0.00%
Q2 2019$2,0000.0%270.0%0.00%
Q1 2019$2,000270.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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