Pure Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 557 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pure Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,241,192
+13.4%
12,196
+2.9%
0.04%
-4.4%
Q3 2023$1,094,613
-1.6%
11,850
+2.2%
0.04%
-4.3%
Q2 2023$1,112,070
+16.4%
11,591
+10.6%
0.05%
+6.8%
Q1 2023$955,172
+1.6%
10,478
-5.4%
0.04%
-10.2%
Q4 2022$940,239
+44.9%
11,077
+32.9%
0.05%
+28.9%
Q3 2022$649,000
-10.1%
8,334
-3.1%
0.04%
-15.6%
Q2 2022$722,000
-7.6%
8,603
+9.9%
0.04%
+25.0%
Q1 2022$781,000
-19.2%
7,828
-14.4%
0.04%
-25.0%
Q4 2021$967,000
+58.8%
9,141
+50.0%
0.05%
+2.1%
Q3 2021$609,000
-7.0%
6,093
-5.9%
0.05%
-11.3%
Q2 2021$655,000
+29.7%
6,474
+22.0%
0.05%
+6.0%
Q1 2021$505,000
+12.5%
5,305
+7.1%
0.05%
-7.4%
Q4 2020$449,000
+29.4%
4,952
+14.2%
0.05%
+5.9%
Q3 2020$347,000
+18.8%
4,337
+9.5%
0.05%
+10.9%
Q2 2020$292,000
+33.3%
3,960
+13.1%
0.05%
+24.3%
Q1 2020$219,0003,5000.04%
Other shareholders
ISHARES TR shareholders Q4 2021
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