Sowell Financial Services 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,133,000
-3.1%
12,266
+0.6%
0.07%
+9.2%
Q2 2023$1,169,000
+335819.5%
12,189
+219.3%
0.06%
+140.7%
Q1 2023$348
-100.0%
3,818
-87.8%
0.03%
-85.7%
Q4 2021$3,303,000
+40.7%
31,208
+32.9%
0.19%
+19.6%
Q3 2021$2,347,000
-5.6%
23,487
-4.4%
0.16%
-4.2%
Q2 2021$2,486,000
-23.6%
24,571
-24.7%
0.16%
+46.0%
Q1 2021$3,255,000
+3.7%
32,649
-5.6%
0.11%
-15.7%
Q4 2020$3,138,000
+11.6%
34,593
-1.6%
0.13%
-4.3%
Q3 2020$2,811,000
-49.5%
35,168
-53.4%
0.14%
-54.2%
Q2 2020$5,569,000
+36.9%
75,542
+16.2%
0.31%
+1.7%
Q1 2020$4,069,000
+25.9%
65,033
+59.4%
0.30%
+22.4%
Q4 2019$3,233,000
+55.0%
40,793
+44.3%
0.25%
+43.0%
Q3 2019$2,086,000
+558.0%
28,278
+544.0%
0.17%
+391.4%
Q1 2019$317,0004,3910.04%
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