FINANCIAL CONSULATE, INC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$235,245
-3.3%
2,452
-8.2%
0.10%
+17.6%
Q1 2023$243,398
+7.4%
2,6700.0%0.08%
+7.6%
Q4 2022$226,630
+0.3%
2,670
-7.9%
0.08%
-16.8%
Q3 2022$226,000
-7.0%
2,9000.0%0.10%
-16.7%
Q2 2022$243,000
-15.9%
2,9000.0%0.11%
+2.7%
Q1 2022$289,000
-5.9%
2,9000.0%0.11%
+4.7%
Q4 2021$307,000
+5.9%
2,9000.0%0.11%
+1.0%
Q3 2021$290,000
-1.0%
2,9000.0%0.10%
-0.9%
Q2 2021$293,000
+6.2%
2,9000.0%0.11%
-5.4%
Q1 2021$276,000
-8.0%
2,900
-12.3%
0.11%
-13.2%
Q4 2020$300,000
+12.4%
3,307
-1.0%
0.13%
+1.6%
Q3 2020$267,000
+6.8%
3,341
-1.5%
0.13%0.0%
Q2 2020$250,000
+3.3%
3,391
-12.3%
0.13%
-11.8%
Q1 2020$242,000
-20.7%
3,867
+0.4%
0.14%
+6.7%
Q4 2019$305,000
-29.2%
3,852
-34.1%
0.14%
-28.2%
Q3 2019$431,000
+101.4%
5,842
+101.4%
0.19%
+95.8%
Q2 2019$214,000
+2.4%
2,9000.0%0.10%0.0%
Q1 2019$209,000
-91.3%
2,900
-92.2%
0.10%
-93.3%
Q4 2018$2,400,000
+1016.3%
37,401
+1189.7%
1.44%
+1080.3%
Q3 2018$215,000
+4.4%
2,9000.0%0.12%
+17.3%
Q2 2018$206,000
-1.0%
2,9000.0%0.10%
-5.5%
Q1 2018$208,000
-0.5%
2,9000.0%0.11%
+2.8%
Q4 2017$209,0002,9000.11%
Other shareholders
ISHARES TR shareholders Q4 2022
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