Archford Capital Strategies, 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
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$377,239
-6.1%
4,084
-0.0%
0.08%
-1.3%
Q2 2023$401,676
+8.2%
4,0850.0%0.08%
-1.3%
Q1 2023$371,286
-71.5%
4,085
-73.4%
0.08%
-74.3%
Q4 2022$1,304,993
+313.0%
15,375
+279.3%
0.30%
+265.9%
Q3 2022$316,000
-7.1%
4,0540.0%0.08%
-3.5%
Q2 2022$340,000
-16.0%
4,0540.0%0.08%
-5.6%
Q1 2022$405,000
-5.6%
4,0540.0%0.09%
-8.2%
Q4 2021$429,000
-5.1%
4,054
-10.3%
0.10%
-8.4%
Q3 2021$452,000
-1.1%
4,5200.0%0.11%
-7.0%
Q2 2021$457,000
-11.8%
4,520
-13.4%
0.12%
-16.7%
Q1 2021$518,000
-11.0%
5,220
-16.2%
0.14%
+3.0%
Q4 2020$582,000
+16.9%
6,2260.0%0.13%
+0.8%
Q3 2020$498,000
+8.5%
6,2260.0%0.13%
-2.9%
Q2 2020$459,000
-51.9%
6,226
-59.2%
0.14%
-63.3%
Q1 2020$955,000
+49.9%
15,258
+89.9%
0.37%
+69.5%
Q4 2019$637,000
+120.4%
8,033
+104.8%
0.22%
+103.7%
Q3 2019$289,000
+1156.5%
3,923
+1182.0%
0.11%
+1250.0%
Q2 2019$23,0003060.01%
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