ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,336 | -7.3% | 2,862 | -3.7% | 0.02% | -8.3% |
| Q2 2023 | $285,105 | -17.5% | 2,972 | -21.6% | 0.02% | -22.6% |
| Q1 2023 | $345,607 | +50.7% | 3,791 | +40.3% | 0.03% | +40.9% |
| Q4 2022 | $229,345 | +8.7% | 2,702 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $211,000 | -13.9% | 2,711 | -7.0% | 0.02% | -15.4% |
| Q2 2022 | $245,000 | -19.4% | 2,916 | -4.4% | 0.03% | -7.1% |
| Q1 2022 | $304,000 | -5.6% | 3,050 | +0.0% | 0.03% | -3.4% |
| Q4 2021 | $322,000 | +4.9% | 3,049 | -0.8% | 0.03% | -3.3% |
| Q3 2021 | $307,000 | -1.3% | 3,074 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $311,000 | +11.1% | 3,074 | -0.3% | 0.03% | -3.1% |
| Q4 2020 | $280,000 | 0.0% | 3,084 | -18.8% | 0.03% | -37.3% |
| Q2 2020 | $280,000 | -30.0% | 3,797 | -24.7% | 0.05% | -29.2% |
| Q4 2019 | $400,000 | +2.6% | 5,043 | -4.7% | 0.07% | -5.3% |
| Q3 2019 | $390,000 | -23.7% | 5,290 | -23.8% | 0.08% | -24.0% |
| Q2 2019 | $511,000 | +7.4% | 6,938 | +5.1% | 0.10% | +3.1% |
| Q1 2019 | $476,000 | +14.7% | 6,604 | +2.1% | 0.10% | +6.6% |
| Q4 2018 | $415,000 | -6.5% | 6,466 | +8.1% | 0.09% | -2.2% |
| Q3 2018 | $444,000 | – | 5,980 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |