ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $818,676 | +0.7% | 8,044 | -8.6% | 0.02% | -4.5% |
| Q3 2023 | $812,694 | -5.4% | 8,798 | -1.7% | 0.02% | -15.4% |
| Q2 2023 | $858,974 | +5.6% | 8,953 | +0.4% | 0.03% | +8.3% |
| Q1 2023 | $813,106 | +87424.9% | 8,920 | -18.5% | 0.02% | -14.3% |
| Q4 2022 | $929 | -99.9% | 10,940 | +22.1% | 0.03% | +16.7% |
| Q3 2022 | $698,000 | -9.9% | 8,962 | -2.9% | 0.02% | -7.7% |
| Q2 2022 | $775,000 | -15.9% | 9,232 | +0.0% | 0.03% | -7.1% |
| Q1 2022 | $921,000 | -13.2% | 9,230 | -8.0% | 0.03% | -12.5% |
| Q4 2021 | $1,061,000 | +5.9% | 10,034 | +0.0% | 0.03% | -5.9% |
| Q3 2021 | $1,002,000 | -5.3% | 10,032 | -4.1% | 0.03% | -5.6% |
| Q2 2021 | $1,058,000 | +6.3% | 10,457 | +0.0% | 0.04% | -2.7% |
| Q1 2021 | $995,000 | +1.7% | 10,455 | -3.0% | 0.04% | -9.8% |
| Q4 2020 | $978,000 | +12.3% | 10,775 | -1.2% | 0.04% | -2.4% |
| Q3 2020 | $871,000 | +8.3% | 10,902 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $804,000 | +16.0% | 10,902 | -1.5% | 0.04% | -4.5% |
| Q1 2020 | $693,000 | -21.0% | 11,069 | 0.0% | 0.04% | +4.8% |
| Q4 2019 | $877,000 | +7.5% | 11,069 | +0.0% | 0.04% | -2.3% |
| Q3 2019 | $816,000 | 0.0% | 11,064 | 0.0% | 0.04% | -4.4% |
| Q2 2019 | $816,000 | +2.3% | 11,064 | +0.0% | 0.04% | -4.3% |
| Q1 2019 | $798,000 | +3.5% | 11,059 | -8.0% | 0.05% | -7.8% |
| Q4 2018 | $771,000 | -14.6% | 12,024 | -1.2% | 0.05% | -3.8% |
| Q3 2018 | $903,000 | +7.4% | 12,165 | +2.9% | 0.05% | +1.9% |
| Q2 2018 | $841,000 | -6.3% | 11,825 | -5.6% | 0.05% | -11.9% |
| Q1 2018 | $898,000 | +0.9% | 12,526 | +1.5% | 0.06% | +1.7% |
| Q4 2017 | $890,000 | +28.6% | 12,346 | +22.8% | 0.06% | +20.8% |
| Q3 2017 | $692,000 | +6.5% | 10,054 | +1.3% | 0.05% | +2.1% |
| Q2 2017 | $650,000 | +24.3% | 9,929 | +20.0% | 0.05% | +17.5% |
| Q1 2017 | $523,000 | +32.1% | 8,271 | +23.6% | 0.04% | +21.2% |
| Q4 2016 | $396,000 | +60.3% | 6,691 | +60.0% | 0.03% | +50.0% |
| Q3 2016 | $247,000 | – | 4,183 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |