ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $288 | +5.1% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $274 | +7.5% | 3 | 0.0% | 0.00% | – |
| Q4 2022 | $255 | – | 3 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 3 | -93.0% | 0.00% | -100.0% |
| Q1 2021 | $4,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -63.6% | 43 | -69.9% | 0.00% | -50.0% |
| Q4 2019 | $11,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | +10.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 143 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | – | 143 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 1,799,132 | $127,954,000 | 18.30% |
| ICONIQ Capital, LLC | 2,020,866 | $143,724,000 | 17.69% |
| DIMENSION CAPITAL MANAGEMENT LLC | 370,527 | $26,352,000 | 14.48% |
| Bogart Wealth, LLC | 303,356 | $21,574,000 | 13.12% |
| Bernicke Wealth Management, Ltd. | 240,094 | $17,075,000 | 11.95% |
| Covenant Multifamily Offices, LLC | 338,741 | $24,091,000 | 10.14% |
| Arlington Partners LLC | 109,000 | $7,752,000 | 7.33% |
| Cornerstone Advisors, Inc. | 150,778 | $10,723,000 | 7.32% |
| DEARBORN CAPITAL MANAGEMENT LLC | 45,401 | $3,229,000 | 6.22% |
| Conrad N. Hilton Foundation | 180,731 | $12,854,000 | 6.11% |