BigSur Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$55,422
-3.7%
6000.0%0.03%0.0%
Q2 2023$57,564
+5.2%
6000.0%0.03%
+7.7%
Q1 2023$54,696
+7.4%
6000.0%0.03%
+4.0%
Q4 2022$50,928
+8.4%
6000.0%0.02%
+4.2%
Q3 2022$47,000
-6.0%
6000.0%0.02%0.0%
Q2 2022$50,000
-16.7%
6000.0%0.02%
+4.3%
Q1 2022$60,000
-6.2%
6000.0%0.02%
-8.0%
Q4 2021$64,000
+6.7%
6000.0%0.02%
-7.4%
Q3 2021$60,000
-1.6%
6000.0%0.03%
-3.6%
Q2 2021$61,000
+7.0%
6000.0%0.03%
-3.4%
Q1 2021$57,000
+5.6%
6000.0%0.03%
-3.3%
Q4 2020$54,000
+12.5%
6000.0%0.03%
-3.2%
Q3 2020$48,0000.0%6000.0%0.03%
+14.8%
Q4 2019$48,000
-93.6%
600
-94.2%
0.03%
-94.9%
Q1 2018$746,00010,4000.53%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders