Winch Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 400 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 0.9%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16
-11.1%
175
-6.4%
0.01%0.0%
Q2 2023$18
-5.3%
187
-11.8%
0.01%
-14.3%
Q1 2023$19
+5.6%
2120.0%0.01%
-12.5%
Q4 2022$18
-99.9%
212
+1.0%
0.01%
+14.3%
Q3 2022$16,000
-11.1%
2100.0%0.01%0.0%
Q2 2022$18,000
+80.0%
210
+116.5%
0.01%
+133.3%
Q1 2022$10,0000.0%970.0%0.00%0.0%
Q4 2021$10,0000.0%97
+1.0%
0.00%0.0%
Q3 2021$10,0000.0%960.0%0.00%
-25.0%
Q2 2021$10,000
+11.1%
960.0%0.00%0.0%
Q1 2021$9,0000.0%96
+2.1%
0.00%0.0%
Q4 2020$9,000
+28.6%
94
+2.2%
0.00%
+33.3%
Q3 2020$7,0000.0%92
+2.2%
0.00%0.0%
Q2 2020$7,000
+250.0%
90
+181.2%
0.00%
+200.0%
Q1 2020$2,000
-66.7%
32
-55.6%
0.00%
-66.7%
Q4 2019$6,000
-66.7%
72
-70.6%
0.00%
-66.7%
Q3 2019$18,000
-99.6%
245
-99.6%
0.01%
-99.6%
Q2 2019$4,795,000
+4.5%
65,047
+2.3%
2.50%
-1.5%
Q1 2019$4,590,000
+45800.0%
63,611
+40676.3%
2.54%
+42200.0%
Q4 2018$10,000
-99.8%
156
-99.8%
0.01%
-99.8%
Q3 2018$5,031,000
+3.7%
67,743
-0.7%
2.53%
-3.3%
Q2 2018$4,850,000
-5.8%
68,188
-5.1%
2.61%
-13.4%
Q1 2018$5,150,000
+8779.3%
71,831
+8790.0%
3.02%
+8520.0%
Q4 2017$58,000
+107.1%
808
+97.6%
0.04%
+94.4%
Q3 2017$28,000
+3.7%
4090.0%0.02%
+5.9%
Q2 2017$27,000
+3.8%
409
+1.0%
0.02%
+6.2%
Q1 2017$26,000
+8.3%
4050.0%0.02%
-5.9%
Q4 2016$24,0000.0%405
+1.0%
0.02%
-15.0%
Q3 2016$24,000
+4.3%
4010.0%0.02%
-28.6%
Q2 2016$23,000
+4.5%
401
+1.3%
0.03%
-20.0%
Q1 2016$22,0000.0%3960.0%0.04%
+40.0%
Q4 2015$22,000
+4.8%
396
+1.3%
0.02%
-19.4%
Q3 2015$21,000
-8.7%
391
+1.3%
0.03%
+138.5%
Q2 2015$23,0000.0%3860.0%0.01%0.0%
Q1 2015$23,0000.0%386
+0.8%
0.01%
-13.3%
Q3 2014$23,0000.0%383
+1.3%
0.02%
+15.4%
Q2 2014$23,000
+4.5%
3780.0%0.01%
-7.1%
Q1 2014$22,0003780.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders