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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,937 | -3.7% | 118 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,359 | +5.6% | 118 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,758 | +7.4% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,017 | +11.3% | 118 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -78.0% | 117 | -71.9% | 0.00% | -75.0% |
| Q1 2022 | $41,000 | -28.1% | 417 | -23.6% | 0.00% | -20.0% |
| Q4 2021 | $57,000 | +418.2% | 546 | +370.7% | 0.01% | +400.0% |
| Q3 2021 | $11,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 116 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 117 | +0.9% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 116 | -13.4% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 134 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $8,000 | -27.3% | 134 | -11.3% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | 0.0% | 151 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 150 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | +10.0% | 151 | +0.7% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +83.3% | 150 | +72.4% | 0.00% | +100.0% |
| Q2 2018 | $6,000 | +50.0% | 87 | +64.2% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 53 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | +33.3% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -25.0% | 52 | -23.5% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | +100.0% | 68 | +100.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | – | 34 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |