SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,237,025
-45.4%
13,392
-43.2%
0.03%
-34.1%
Q2 2023$2,263,724
-18.4%
23,596
-22.5%
0.04%
+5.1%
Q1 2023$2,774,077
+20.6%
30,431
+12.3%
0.04%
+25.8%
Q4 2022$2,299,557
-10.2%
27,092
-17.6%
0.03%
-16.2%
Q3 2022$2,560,000
-3.4%
32,887
+4.1%
0.04%
-9.8%
Q2 2022$2,650,000
+2.7%
31,587
+22.2%
0.04%
+17.1%
Q1 2022$2,580,000
-9.9%
25,858
-4.5%
0.04%
-25.5%
Q4 2021$2,864,000
-2.7%
27,077
-8.1%
0.05%
+23.7%
Q3 2021$2,944,000
+65.2%
29,462
+67.3%
0.04%
+65.2%
Q2 2021$1,782,000
+13.1%
17,611
+6.4%
0.02%
+4.5%
Q1 2021$1,576,000
-10.0%
16,559
-14.3%
0.02%
-15.4%
Q4 2020$1,752,000
+16.6%
19,314
+2.7%
0.03%
+4.0%
Q3 2020$1,502,000
-4.6%
18,798
-12.0%
0.02%
-13.8%
Q2 2020$1,574,000
+17388.9%
21,357
+13417.1%
0.03%
Q1 2020$9,000
-99.7%
158
-99.5%
0.00%
-100.0%
Q4 2019$2,598,000
-3.4%
32,772
-10.2%
0.05%
-13.0%
Q3 2019$2,690,000
-7.2%
36,478
-7.3%
0.05%
-44.3%
Q2 2019$2,900,00039,3410.10%
Other shareholders
ISHARES TR shareholders Q4 2020
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