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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $71,033 | -3.7% | 769 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $73,778 | +5.2% | 769 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $70,102 | +1232.0% | 769 | +1140.3% | 0.00% | – |
Q4 2022 | $5,263 | +5.3% | 62 | 0.0% | 0.00% | – |
Q3 2022 | $5,000 | -16.7% | 62 | -17.3% | 0.00% | – |
Q2 2022 | $6,000 | -14.3% | 75 | 0.0% | 0.00% | – |
Q1 2022 | $7,000 | -12.5% | 75 | 0.0% | 0.00% | – |
Q4 2021 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | – |
Q3 2021 | $7,000 | -12.5% | 75 | 0.0% | 0.00% | – |
Q2 2021 | $8,000 | +14.3% | 75 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | 0.0% | 75 | -19.4% | 0.00% | – |
Q4 2020 | $7,000 | 0.0% | 93 | 0.0% | 0.00% | – |
Q3 2020 | $7,000 | +250.0% | 93 | +244.4% | 0.00% | – |
Q2 2020 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q1 2020 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q4 2019 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q3 2019 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q2 2019 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q1 2019 | $2,000 | – | 27 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |