Merit Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.07 and the average weighting 0.8%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$997,465
-42.8%
10,799
-40.6%
0.03%
-41.1%
Q2 2023$1,742,806
-35.8%
18,166
-39.0%
0.06%
-43.4%
Q1 2023$2,715,492
-15.7%
29,788
-21.5%
0.10%
-15.4%
Q4 2022$3,222,656
-25.5%
37,967
-31.6%
0.12%
-37.8%
Q3 2022$4,323,000
+54.6%
55,544
+66.6%
0.19%
+116.1%
Q2 2022$2,796,000
+236.9%
33,334
+324.7%
0.09%
+7.4%
Q4 2021$830,0007,8480.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders