Wolf Group Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 596 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wolf Group Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,991,166
-13.0%
17,715
-25.8%
0.78%
-27.9%
Q1 2024$2,289,1190.0%23,8590.0%1.09%
+0.2%
Q4 2023$2,289,119
+9.7%
23,859
+5.6%
1.09%
+10.0%
Q3 2023$2,087,368
-5.6%
22,597
-5.3%
0.99%
-10.5%
Q2 2023$2,211,746
-4.1%
23,856
-5.7%
1.10%
-3.8%
Q1 2023$2,307,077
+1.6%
25,308
-5.4%
1.15%
+7.1%
Q4 2022$2,271,185
-33.0%
26,758
-38.6%
1.07%
-42.4%
Q3 2022$3,391,000
-4.4%
43,566
+3.0%
1.86%
+0.8%
Q2 2022$3,547,00042,2791.84%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders