Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 544 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.44 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 2022
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