CLEAR INVESTMENT RESEARCH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 424 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.44 and the average weighting 1.1%.

Quarter-by-quarter ownership
CLEAR INVESTMENT RESEARCH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,253
-3.7%
350.0%0.01%0.0%
Q2 2023$3,379
+6.3%
350.0%0.01%0.0%
Q1 2023$3,178
+105833.3%
35
+2.9%
0.01%0.0%
Q4 2022$3
-99.9%
340.0%0.01%0.0%
Q3 2022$3,0000.0%340.0%0.01%
-14.3%
Q2 2022$3,0000.0%340.0%0.01%
+16.7%
Q1 2022$3,000
-25.0%
340.0%0.01%0.0%
Q4 2021$4,000
+33.3%
34
+3.0%
0.01%
+20.0%
Q3 2021$3,0000.0%330.0%0.01%0.0%
Q2 2021$3,0000.0%330.0%0.01%0.0%
Q1 2021$3,0000.0%330.0%0.01%0.0%
Q4 2020$3,0000.0%330.0%0.01%
-16.7%
Q3 2020$3,000
+50.0%
330.0%0.01%
+50.0%
Q2 2020$2,0000.0%330.0%0.00%
-20.0%
Q1 2020$2,000
-33.3%
330.0%0.01%
-16.7%
Q4 2019$3,000
+50.0%
33
+3.1%
0.01%
+50.0%
Q3 2019$2,0000.0%32
+3.2%
0.00%
+33.3%
Q2 2019$2,000
-80.0%
31
-76.7%
0.00%
-81.2%
Q1 2019$10,000
+25.0%
133
+1.5%
0.02%
+23.1%
Q4 2018$8,000
-20.0%
131
-3.0%
0.01%
-7.1%
Q3 2018$10,000
+11.1%
135
+9.8%
0.01%
+133.3%
Q2 2018$9,0000.0%1230.0%0.01%0.0%
Q1 2018$9,0000.0%123
+0.8%
0.01%0.0%
Q4 2017$9,000
+12.5%
122
-0.8%
0.01%
+20.0%
Q3 2017$8,000
+700.0%
123
+547.4%
0.01%
+400.0%
Q2 2017$1,0000.0%190.0%0.00%0.0%
Q1 2017$1,0000.0%190.0%0.00%0.0%
Q4 2016$1,0000.0%190.0%0.00%0.0%
Q3 2016$1,0000.0%190.0%0.00%0.0%
Q2 2016$1,0000.0%19
+5.6%
0.00%0.0%
Q1 2016$1,0000.0%180.0%0.00%0.0%
Q4 2015$1,0000.0%180.0%0.00%0.0%
Q3 2015$1,000
-99.0%
18
-98.9%
0.00%
-98.9%
Q2 2015$100,000
-1.0%
1,6840.0%0.09%
-2.2%
Q1 2015$101,0001,6840.09%
Other shareholders
ISHARES TR shareholders Q3 2019
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