Pinnacle Wealth Management Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 15 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pinnacle Wealth Management Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,130,422
+36.5%
23,064
+41.7%
0.28%
+42.3%
Q2 2023$1,561,136
+40.7%
16,272
+33.7%
0.19%
+29.3%
Q1 2023$1,109,600
+62.1%
12,172
+50.9%
0.15%
+45.6%
Q4 2022$684,472
+9.0%
8,0640.0%0.10%
-1.0%
Q3 2022$628,0008,0640.10%
Other shareholders
ISHARES TR shareholders Q4 2023
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