Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,116,056
-9.5%
44,561
-6.0%
0.18%
-10.0%
Q2 2023$4,547,798
+5.1%
47,403
-0.2%
0.20%
-11.5%
Q1 2023$4,329,034
+9.4%
47,488
+1.9%
0.23%
+2.7%
Q4 2022$3,957,386
-0.9%
46,623
-9.2%
0.22%
-21.7%
Q3 2022$3,994,000
+1.7%
51,319
+9.6%
0.28%
-21.9%
Q2 2022$3,929,000
+842.2%
46,834
+1019.9%
0.36%
+928.6%
Q1 2022$417,0000.0%4,1820.0%0.04%
-2.8%
Q4 2021$417,000
-6.3%
4,1820.0%0.04%
-5.3%
Q3 2021$445,000
+2.5%
4,1820.0%0.04%
-5.0%
Q2 2021$434,000
+4.6%
4,1820.0%0.04%
-2.4%
Q1 2021$415,000
+3.5%
4,1820.0%0.04%
-2.4%
Q4 2020$401,000
+22.6%
4,1820.0%0.04%
-4.5%
Q3 2020$327,000
-2.7%
4,1820.0%0.04%0.0%
Q2 2020$336,000
+28.2%
4,1820.0%0.04%0.0%
Q1 2020$262,000
-22.5%
4,1820.0%0.04%0.0%
Q4 2019$338,000
+9.7%
4,1820.0%0.04%0.0%
Q3 2019$308,0000.0%4,1820.0%0.04%
-4.3%
Q2 2019$308,000
+2.0%
4,1820.0%0.05%
-2.1%
Q1 2019$302,000
+58.9%
4,182
+26.5%
0.05%
-29.9%
Q4 2013$190,0003,3050.07%
Q3 2013$000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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