Cordasco Financial Network - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 557 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$108,000
-16.3%
1,2920.0%0.08%
-6.0%
Q1 2022$129,000
-5.8%
1,2920.0%0.08%
-3.5%
Q4 2021$137,000
+6.2%
1,2920.0%0.09%
-2.3%
Q3 2021$129,000
-1.5%
1,2920.0%0.09%
-3.3%
Q2 2021$131,000
+6.5%
1,2920.0%0.09%
+1.1%
Q1 2021$123,000
-20.6%
1,292
-24.6%
0.09%
-26.2%
Q4 2020$155,000
+13.1%
1,7130.0%0.12%
+2.5%
Q3 2020$137,000
+8.7%
1,7130.0%0.12%
+2.6%
Q2 2020$126,000
+17.8%
1,7130.0%0.12%
-2.5%
Q1 2020$107,000
-21.3%
1,7130.0%0.12%
-1.7%
Q4 2019$136,000
+7.9%
1,7130.0%0.12%
+0.8%
Q3 2019$126,0000.0%1,7130.0%0.12%
-2.4%
Q2 2019$126,000
+1.6%
1,7130.0%0.12%
-1.6%
Q1 2019$124,000
-19.5%
1,713
-28.5%
0.12%
-28.6%
Q4 2018$154,0002,3970.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders