JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 506 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,125
+0.7%
23
+4.5%
0.00%
Q2 2023$2,111
+10.2%
22
+4.8%
0.00%
Q1 2023$1,915
+12.8%
21
+5.0%
0.00%
Q4 2022$1,698
+69.8%
20
+25.0%
0.00%
Q3 2022$1,00016
+300.0%
0.00%
Q2 2022$04
+33.3%
0.00%
Q1 2022$03
+50.0%
0.00%
Q4 2021$0
-100.0%
2
-99.6%
0.00%
-100.0%
Q2 2021$48,000
+2.1%
475
-3.5%
0.01%
-30.0%
Q1 2021$47,000
-4.1%
492
-8.4%
0.01%0.0%
Q4 2020$49,000
+16.7%
537
+1.9%
0.01%0.0%
Q3 2020$42,000
+16.7%
527
+9.3%
0.01%
+11.1%
Q2 2020$36,000
+44.0%
482
+37.3%
0.01%
+50.0%
Q4 2017$25,0003510.01%
Other shareholders
ISHARES TR shareholders Q1 2021
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