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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,679 | -3.7% | 29 | 0.0% | 0.00% | – |
| Q2 2023 | $2,782 | +2957.1% | 29 | +2800.0% | 0.00% | – |
| Q1 2023 | $91 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $244,115 | +5.7% | 2,876 | -3.1% | 0.01% | +16.7% |
| Q3 2022 | $231,000 | -30.4% | 2,968 | -25.0% | 0.01% | -33.3% |
| Q2 2022 | $332,000 | +235.4% | 3,957 | +298.9% | 0.01% | +350.0% |
| Q1 2022 | $99,000 | +20.7% | 992 | -10.8% | 0.00% | -60.0% |
| Q3 2019 | $82,000 | – | 1,112 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |