Sharkey, Howes & Javer - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 178 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.13 and the average weighting 1.5%.

Quarter-by-quarter ownership
Sharkey, Howes & Javer ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$267,226
-3.7%
2,8930.0%0.05%
-3.8%
Q2 2023$277,554
+37.1%
2,893
+30.3%
0.05%
+23.3%
Q1 2023$202,466
-8.8%
2,221
-22.0%
0.04%
-10.4%
Q3 2022$222,000
-7.1%
2,8470.0%0.05%
-17.2%
Q2 2022$239,000
-69.4%
2,847
-67.0%
0.06%
-77.8%
Q4 2020$782,000
+9.7%
8,625
-3.3%
0.26%
-3.7%
Q3 2020$713,000
+23.8%
8,920
+14.2%
0.27%
+6.7%
Q2 2020$576,000
+35.5%
7,808
+17.7%
0.25%
-8.3%
Q4 2018$425,000
+237.3%
6,631
+291.9%
0.28%
+319.7%
Q3 2018$126,000
-4.5%
1,692
-8.9%
0.07%
-9.6%
Q2 2018$132,000
+0.8%
1,858
+1.5%
0.07%
-1.4%
Q1 2018$131,000
-42.5%
1,830
-42.1%
0.07%
-44.4%
Q4 2017$228,000
+39.0%
3,158
+34.1%
0.13%
+54.7%
Q3 2017$164,000
+6.5%
2,3550.0%0.09%
-1.1%
Q2 2017$154,000
+3.4%
2,3550.0%0.09%
+10.1%
Q1 2017$149,000
-57.1%
2,355
-59.9%
0.08%
-62.4%
Q4 2016$347,000
-4.1%
5,871
-4.2%
0.21%
-4.1%
Q3 2016$362,000
-14.2%
6,131
-18.4%
0.22%
-16.7%
Q2 2016$422,000
+26.7%
7,513
+26.5%
0.26%
+7.8%
Q1 2016$333,000
+129.7%
5,937
+128.0%
0.24%
+141.6%
Q4 2015$145,000
-45.9%
2,604
-46.1%
0.10%
-51.2%
Q3 2015$268,0004,8320.21%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders