Joel Isaacson & Co., LLC - 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
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$538,332
-3.7%
5,8280.0%0.04%0.0%
Q2 2023$559,138
+5.2%
5,8280.0%0.04%
-2.6%
Q1 2023$531,280
+7.4%
5,8280.0%0.04%0.0%
Q4 2022$494,681
+9.0%
5,8280.0%0.04%
-2.6%
Q3 2022$454,000
-7.2%
5,8280.0%0.04%
-4.9%
Q2 2022$489,000
-13.5%
5,8280.0%0.04%
-2.4%
Q1 2022$565,000
-19.4%
5,828
-12.1%
0.04%
-12.5%
Q4 2021$701,000
+39.6%
6,628
+31.8%
0.05%
+26.3%
Q3 2021$502,000
-1.4%
5,0280.0%0.04%
-5.0%
Q2 2021$509,000
+6.5%
5,0280.0%0.04%
-4.8%
Q1 2021$478,000
+4.8%
5,0280.0%0.04%
-6.7%
Q4 2020$456,000
+13.4%
5,0280.0%0.04%
-13.5%
Q3 2020$402,000
+8.4%
5,0280.0%0.05%
-1.9%
Q2 2020$371,000
+17.8%
5,0280.0%0.05%
-3.6%
Q1 2020$315,000
-20.9%
5,0280.0%0.06%
+5.8%
Q4 2019$398,000
+7.3%
5,0280.0%0.05%
-1.9%
Q3 2019$371,0005,0280.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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