Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 662 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.54 and the average weighting 1.0%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$9,460,059
+11.9%
84,164
+9.6%
0.18%
-7.0%
Q1 2024$8,454,410
+73.4%
76,768
+60.3%
0.20%
+8.7%
Q4 2023$4,874,560
+18.4%
47,898
+7.5%
0.18%
+1.7%
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 Q2 2024
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders