BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,973,810
-15.8%
53,847
-12.5%
0.07%
-16.7%
Q2 2023$5,904,213
+41.4%
61,541
+25.1%
0.08%
+10.5%
Q1 2023$4,174,4870.0%49,1810.0%0.08%0.0%
Q4 2022$4,174,487
+11.8%
49,181
+2.5%
0.08%0.0%
Q3 2022$3,733,000
+38.3%
47,965
+49.0%
0.08%
+43.4%
Q2 2022$2,700,000
+15.6%
32,186
+37.5%
0.05%
+15.2%
Q1 2022$2,336,000
-4.3%
23,415
+1.5%
0.05%
-2.1%
Q4 2021$2,440,000
+6.5%
23,069
+0.6%
0.05%0.0%
Q3 2021$2,291,000
+3.7%
22,925
+5.0%
0.05%
-11.3%
Q2 2021$2,209,000
+5.4%
21,831
-0.9%
0.05%
-48.5%
Q1 2021$2,096,000
+7.0%
22,025
+2.0%
0.10%0.0%
Q4 2020$1,959,000
+17.0%
21,590
+3.0%
0.10%
-19.5%
Q3 2020$1,675,000
+8.1%
20,954
-0.3%
0.13%
-12.9%
Q2 2020$1,549,000
-11.6%
21,017
-24.9%
0.15%
-13.0%
Q1 2020$1,752,000
+221.5%
27,998
+307.0%
0.17%
+225.0%
Q4 2019$545,000
+11.7%
6,879
+4.0%
0.05%
-1.9%
Q3 2019$488,000
-16.0%
6,614
-16.1%
0.05%
-15.9%
Q2 2019$581,000
-31.9%
7,883
-33.3%
0.06%
-41.7%
Q1 2019$853,000
-15.4%
11,827
-24.7%
0.11%
-29.9%
Q4 2018$1,008,000
+145.3%
15,711
+184.2%
0.15%
+144.4%
Q3 2018$411,000
+9.3%
5,529
+4.6%
0.06%
+3.3%
Q2 2018$376,000
+1.1%
5,287
+2.0%
0.06%
-15.3%
Q1 2018$372,000
+12.7%
5,183
+13.1%
0.07%
+4.3%
Q4 2017$330,000
+10.4%
4,584
+5.6%
0.07%
-2.8%
Q3 2017$299,000
+46.6%
4,340
+18.6%
0.07%
+4.4%
Q4 2015$204,0003,6580.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders