Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 560 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$74,089
+4.3%
728
-5.3%
0.00%0.0%
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 Q4 2021
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders