ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 436 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.51 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $236,500 | +7.4% | 2,594 | +0.0% | 0.04% | -31.1% |
| Q4 2022 | $220,122 | +5.8% | 2,593 | -3.2% | 0.06% | +1.7% |
| Q3 2022 | $208,000 | -9.2% | 2,679 | -1.8% | 0.06% | +57.9% |
| Q2 2022 | $229,000 | -54.6% | 2,729 | -46.0% | 0.04% | -43.3% |
| Q1 2022 | $504,000 | -25.0% | 5,053 | -20.5% | 0.07% | -17.3% |
| Q4 2021 | $672,000 | -0.9% | 6,355 | -6.4% | 0.08% | -8.0% |
| Q3 2021 | $678,000 | -3.4% | 6,790 | -2.1% | 0.09% | -7.4% |
| Q2 2021 | $702,000 | -26.4% | 6,939 | -30.8% | 0.10% | -31.7% |
| Q1 2021 | $954,000 | +89.3% | 10,027 | +80.6% | 0.14% | +51.1% |
| Q4 2020 | $504,000 | -16.3% | 5,553 | -26.3% | 0.09% | -30.3% |
| Q3 2020 | $602,000 | +14.2% | 7,538 | +5.4% | 0.13% | +4.8% |
| Q2 2020 | $527,000 | -81.5% | 7,152 | -83.6% | 0.13% | -86.4% |
| Q2 2017 | $2,854,000 | +13.1% | 43,576 | +9.2% | 0.93% | +7.4% |
| Q1 2017 | $2,524,000 | +14.6% | 39,898 | +7.2% | 0.86% | +8.7% |
| Q4 2016 | $2,202,000 | – | 37,209 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |