Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 520 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$96,324,452
-1.8%
1,042,811
+2.0%
1.69%
+0.4%
Q2 2023$98,059,353
+32.6%
1,022,090
+26.0%
1.68%
+2.4%
Q1 2023$73,944,093
+8.9%
811,146
+1.4%
1.64%
-1.5%
Q4 2022$67,883,586
+36.5%
799,759
+25.1%
1.67%
+6.4%
Q3 2022$49,744,000
-9.9%
639,099
-2.9%
1.57%
+0.4%
Q2 2022$55,218,000
-18.4%
658,155
-2.9%
1.56%
-7.6%
Q1 2022$67,638,000
+8.0%
677,872
+14.5%
1.69%
-0.9%
Q4 2021$62,622,000
+369.0%
592,004
+343.0%
1.71%
+25.7%
Q3 2021$13,352,000
-73.8%
133,623
-73.5%
1.36%
-27.0%
Q2 2021$50,991,000
+46.8%
503,915
+38.1%
1.86%
+27.9%
Q1 2021$34,727,000
+43.2%
364,973
+36.5%
1.45%
+31.1%
Q4 2020$24,252,000
+54.1%
267,328
+35.8%
1.11%
+33.6%
Q3 2020$15,733,000
+49.4%
196,858
+37.8%
0.83%
+33.2%
Q2 2020$10,530,000
+38.8%
142,839
+17.8%
0.62%
+11.2%
Q1 2020$7,588,000
+8.1%
121,267
+36.9%
0.56%
+25.6%
Q4 2019$7,018,000
+18.3%
88,549
+10.1%
0.45%
+3.7%
Q3 2019$5,932,000
+17.5%
80,440
+17.5%
0.43%
+14.7%
Q2 2019$5,047,000
+32.2%
68,472
+29.3%
0.38%
+19.4%
Q1 2019$3,819,000
+58.3%
52,938
+40.8%
0.31%
+12.5%
Q4 2018$2,413,000
-16.0%
37,608
-2.7%
0.28%
-2.1%
Q3 2018$2,871,000
+3.9%
38,664
-0.5%
0.28%
-3.1%
Q2 2018$2,764,000
-5.0%
38,860
-4.3%
0.29%
-3.9%
Q1 2018$2,911,000
-3.9%
40,598
-3.4%
0.31%
-4.1%
Q4 2017$3,030,000
+18.5%
42,032
+13.1%
0.32%
+5.3%
Q3 2017$2,558,000
+10.9%
37,173
+5.6%
0.30%
+5.9%
Q2 2017$2,306,000
+3.5%
35,215
-0.0%
0.29%
+1.1%
Q1 2017$2,228,000
+0.4%
35,227
-6.1%
0.28%
-10.7%
Q4 2016$2,219,000
+117.8%
37,503
+117.5%
0.32%
+66.8%
Q3 2016$1,019,00017,2440.19%
Other shareholders
ISHARES TR shareholders Q2 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