Alpha Cubed Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$265,010
-14.5%
2,869
-11.1%
0.02%
-14.3%
Q2 2023$309,790
-2.3%
3,229
-7.2%
0.02%
-8.7%
Q1 2023$317,146
-3.6%
3,479
-10.2%
0.02%
-8.0%
Q4 2022$328,995
-1.8%
3,876
-9.9%
0.02%
-3.8%
Q3 2022$335,000
-20.8%
4,300
-19.3%
0.03%
-40.9%
Q4 2019$423,000
+7.6%
5,331
+0.2%
0.04%
-4.3%
Q3 2019$393,000
+5.6%
5,323
+5.4%
0.05%
+7.0%
Q2 2019$372,000
-4.6%
5,048
-6.7%
0.04%
-8.5%
Q1 2019$390,000
-3.9%
5,410
-6.7%
0.05%0.0%
Q3 2018$406,0005,7970.05%
Other shareholders
ISHARES TR shareholders Q4 2022
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