Wealthspire Advisors, 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
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,007,807
-3.7%
65,041
+0.1%
0.10%
-2.9%
Q2 2023$6,235,973
+5.2%
64,999
+0.0%
0.10%0.0%
Q1 2023$5,925,232
+5.3%
64,998
-1.9%
0.10%0.0%
Q4 2022$5,624,502
+11.4%
66,264
+2.2%
0.10%
-2.9%
Q3 2022$5,047,000
-7.2%
64,8420.0%0.10%
-7.9%
Q2 2022$5,440,000
-23.4%
64,842
-8.9%
0.11%
-28.8%
Q1 2022$7,104,000
-5.7%
71,196
-0.1%
0.16%
-4.2%
Q4 2021$7,536,000
+5.9%
71,2450.0%0.17%
+12.8%
Q3 2021$7,119,000
-1.4%
71,245
-0.1%
0.15%
-22.1%
Q2 2021$7,217,000
-21.1%
71,320
-25.9%
0.19%
-12.4%
Q1 2021$9,152,000
+3.7%
96,190
-1.1%
0.22%
-17.5%
Q4 2020$8,823,000
+15.5%
97,251
+1.7%
0.26%
-42.1%
Q3 2020$7,642,000
+840.0%
95,618
+766.8%
0.45%
+696.5%
Q2 2020$813,000
+10062.5%
11,031
+8585.8%
0.06%
+5600.0%
Q4 2018$8,0001270.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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