Wealth Architects, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$714,972
-3.7%
7,7400.0%0.12%
-0.8%
Q2 2023$742,605
+5.4%
7,740
+0.1%
0.12%
-1.6%
Q1 2023$704,786
+6.1%
7,731
-1.2%
0.12%
-0.8%
Q4 2022$664,467
+23.5%
7,828
+13.3%
0.13%
+11.5%
Q3 2022$538,000
-9.0%
6,907
-1.9%
0.11%
-1.7%
Q2 2022$591,000
-15.9%
7,0410.0%0.12%
-3.4%
Q1 2022$703,000
-6.6%
7,041
-1.1%
0.12%
-9.8%
Q4 2021$753,000
+6.1%
7,118
+0.1%
0.13%
-4.3%
Q3 2021$710,000
-1.3%
7,109
+0.0%
0.14%
-2.1%
Q2 2021$719,000
+6.4%
7,1070.0%0.14%
-3.4%
Q1 2021$676,000
+5.1%
7,107
+0.3%
0.15%
-2.7%
Q4 2020$643,000
+5.2%
7,084
-7.4%
0.15%
-9.6%
Q3 2020$611,000
+8.3%
7,6490.0%0.17%
+5.1%
Q2 2020$564,000
+41.7%
7,649
+20.2%
0.16%
+14.5%
Q1 2020$398,000
+60.5%
6,362
+103.6%
0.14%
+100.0%
Q4 2019$248,000
+5.1%
3,125
-2.2%
0.07%
-4.2%
Q3 2019$236,000
-15.4%
3,194
-15.7%
0.07%
-14.3%
Q2 2019$279,000
+4.1%
3,790
+2.2%
0.08%0.0%
Q1 2019$268,000
+12.6%
3,708
+0.1%
0.08%
-2.3%
Q4 2018$238,0003,7040.09%
Other shareholders
ISHARES TR shareholders Q1 2023
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