IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$578,940
-53.1%
6,267
-57.1%
0.03%
-3.7%
Q2 2023$1,233,530
+101.4%
14,594
+74.2%
0.03%0.0%
Q1 2023$612,477
+98369.0%
8,380
+1.0%
0.03%
+58.8%
Q4 2022$622
-100.0%
8,296
-70.5%
0.02%
-69.1%
Q3 2022$2,124,000
-36.6%
28,097
-38.5%
0.06%
-47.6%
Q2 2022$3,350,000
-30.9%
45,695
-30.8%
0.10%
+75.0%
Q1 2022$4,846,000
+475.5%
66,049
+730.2%
0.06%
+275.0%
Q4 2021$842,000
+5.5%
7,956
+0.1%
0.02%0.0%
Q3 2021$798,000
-2.9%
7,951
-2.1%
0.02%
-5.9%
Q2 2021$822,000
+15.1%
8,118
+7.9%
0.02%
+21.4%
Q1 2021$714,000
-0.1%
7,525
-4.7%
0.01%
-51.7%
Q4 2020$715,000
+13.9%
7,892
+0.6%
0.03%
-21.6%
Q3 2020$628,000
+35.9%
7,846
+25.1%
0.04%0.0%
Q2 2020$462,000
+53.5%
6,270
+32.4%
0.04%
+23.3%
Q1 2020$301,000
+85.8%
4,734
+132.2%
0.03%
+150.0%
Q4 2019$162,000
+80.0%
2,039
+66.3%
0.01%
+100.0%
Q3 2019$90,000
+42.9%
1,226
+23.8%
0.01%
+50.0%
Q4 2018$63,000
+103.2%
990
+140.3%
0.00%
+300.0%
Q3 2018$31,000
+6.9%
4120.0%0.00%0.0%
Q2 2018$29,000
-88.2%
412
-87.9%
0.00%
-90.9%
Q1 2018$246,0000.0%3,4110.0%0.01%0.0%
Q4 2017$246,000
+23.6%
3,411
+17.8%
0.01%
+37.5%
Q3 2017$199,000
+2.1%
2,895
-2.6%
0.01%0.0%
Q2 2017$195,000
+7.1%
2,972
+3.4%
0.01%0.0%
Q1 2017$182,000
+7.1%
2,874
+0.2%
0.01%0.0%
Q4 2016$170,000
-4.5%
2,869
-5.0%
0.01%
-11.1%
Q3 2016$178,000
+2.9%
3,020
-2.1%
0.01%
-10.0%
Q2 2016$173,000
-30.0%
3,084
-30.4%
0.01%
-41.2%
Q4 2015$247,0004,4300.02%
Other shareholders
ISHARES TR shareholders Q1 2023
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