Polaris Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 559 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,409,289
+1.2%
15,257
+5.1%
0.11%
+0.9%
Q2 2023$1,392,281
+2.6%
14,512
-2.5%
0.11%
+6.0%
Q1 2023$1,356,825
+5.2%
14,884
+2.3%
0.10%
+4.2%
Q4 2022$1,289,616
+16.2%
14,544
+2.7%
0.10%
+4.3%
Q3 2022$1,110,000
-15.6%
14,157
-9.7%
0.09%
-12.4%
Q2 2022$1,315,000
-21.9%
15,676
-7.8%
0.10%
-6.2%
Q1 2022$1,683,000
-1.4%
17,001
+5.4%
0.11%
+14.3%
Q4 2021$1,707,000
+10.3%
16,134
+5.9%
0.10%
+5.4%
Q3 2021$1,548,000
+7.1%
15,240
+7.1%
0.09%
+8.1%
Q2 2021$1,446,000
+15.8%
14,226
+11.9%
0.09%
+7.5%
Q1 2021$1,249,000
+5.3%
12,713
+0.2%
0.08%
-10.1%
Q4 2020$1,186,000
+15.5%
12,691
+0.4%
0.09%
-8.2%
Q3 2020$1,027,000
-33.5%
12,641
-39.2%
0.10%
-20.5%
Q2 2020$1,545,000
+24.2%
20,801
+4.7%
0.12%
-9.6%
Q1 2020$1,244,000
-19.2%
19,876
+4.7%
0.14%
+31.1%
Q4 2019$1,540,000
-57.4%
18,987
-62.4%
0.10%
-65.1%
Q3 2019$3,618,000
-5.6%
50,474
-2.1%
0.30%
+1.4%
Q2 2019$3,832,000
-0.8%
51,580
-2.5%
0.29%
+0.3%
Q1 2019$3,863,000
+14.1%
52,896
+0.2%
0.29%
-9.1%
Q4 2018$3,387,000
-16.2%
52,793
-3.0%
0.32%
+14.3%
Q3 2018$4,042,000
+6.5%
54,434
+2.8%
0.28%
-13.1%
Q2 2018$3,795,000
-0.1%
52,926
-0.1%
0.32%
+3.5%
Q1 2018$3,799,000
+272.5%
52,979
+274.5%
0.31%
+269.0%
Q4 2017$1,020,000
+168.4%
14,148
+143.6%
0.08%
+95.3%
Q2 2017$380,000
+34.8%
5,807
+30.3%
0.04%
+38.7%
Q1 2017$282,000
-15.8%
4,456
-21.4%
0.03%
-20.5%
Q4 2016$335,000
-0.3%
5,667
-0.2%
0.04%
-2.5%
Q3 2016$336,000
+9.4%
5,680
+4.0%
0.04%
-16.7%
Q2 2016$307,0005,4630.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders