ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 138 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.05 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $661,000 | -39.4% | 10,453 | -43.3% | 0.02% | -33.3% |
| Q4 2016 | $1,091,000 | +166.1% | 18,436 | +165.8% | 0.03% | +170.0% |
| Q3 2016 | $410,000 | -38.4% | 6,936 | -41.4% | 0.01% | -28.6% |
| Q2 2016 | $666,000 | -38.6% | 11,842 | -38.8% | 0.01% | -54.8% |
| Q1 2016 | $1,085,000 | -83.5% | 19,348 | -84.1% | 0.03% | -71.0% |
| Q3 2015 | $6,567,000 | +1641.9% | 121,739 | +1820.5% | 0.11% | +1428.6% |
| Q2 2015 | $377,000 | -76.6% | 6,339 | -76.4% | 0.01% | -78.8% |
| Q1 2015 | $1,614,000 | +134.6% | 26,899 | +128.8% | 0.03% | +200.0% |
| Q4 2014 | $688,000 | -96.2% | 11,758 | -96.1% | 0.01% | -96.1% |
| Q2 2014 | $18,081,000 | +923.8% | 300,094 | +887.9% | 0.28% | +1177.3% |
| Q1 2014 | $1,766,000 | +205.0% | 30,377 | +182.9% | 0.02% | +214.3% |
| Q3 2013 | $579,000 | – | 10,737 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |