ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 449 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.90 and the average weighting 1.1%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$873,000
-5.7%
8,7500.0%0.16%
+25.0%
Q4 2021$926,000
+5.9%
8,7500.0%0.13%
+14.8%
Q3 2021$874,000
-1.2%
8,7500.0%0.12%
+2.7%
Q2 2021$885,000
+6.2%
8,7500.0%0.11%
+1.8%
Q1 2021$833,000
-51.0%
8,750
-53.3%
0.11%
-53.2%
Q4 2020$1,701,000
+13.5%
18,7500.0%0.24%
+4.0%
Q3 2020$1,499,000
+8.5%
18,7500.0%0.23%
+0.4%
Q2 2020$1,382,000
+2.5%
18,750
-13.0%
0.22%
-10.4%
Q1 2020$1,348,000
-21.1%
21,5500.0%0.25%
-1.2%
Q4 2019$1,708,000
+7.5%
21,5500.0%0.25%
+8.5%
Q3 2019$1,589,000
+0.1%
21,5500.0%0.23%
+9.9%
Q2 2019$1,588,000
+2.1%
21,5500.0%0.21%
+2.4%
Q1 2019$1,555,000
+12.0%
21,550
-0.4%
0.21%
-2.3%
Q4 2018$1,388,00021,6260.21%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders