Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,775,986
-4.0%
73,357
-0.3%
0.12%
+18.4%
Q2 2023$7,056,099
+104917.1%
73,547
-0.2%
0.10%
-12.0%
Q1 2023$6,719
+7.3%
73,704
-0.1%
0.12%
-5.6%
Q4 2022$6,259
-99.9%
73,741
-0.1%
0.12%
-6.8%
Q3 2022$5,743,000
-7.2%
73,791
-0.0%
0.13%
-2.9%
Q2 2022$6,190,000
-16.4%
73,792
-0.5%
0.14%
-2.8%
Q1 2022$7,404,000
-4.3%
74,199
-13.0%
0.14%
-22.5%
Q4 2021$7,735,000
-6.8%
85,262
+2.7%
0.18%
+10.3%
Q3 2021$8,297,000
-1.9%
83,034
-0.7%
0.16%
-1.2%
Q2 2021$8,462,000
+5.0%
83,629
-1.3%
0.17%
-11.2%
Q1 2021$8,059,000
+4.2%
84,694
-0.7%
0.19%0.0%
Q4 2020$7,735,000
+12.6%
85,262
-0.8%
0.19%
-2.1%
Q3 2020$6,870,000
+8.0%
85,962
-0.4%
0.19%
-2.5%
Q2 2020$6,362,000
+18.8%
86,302
+0.9%
0.20%
+2.1%
Q1 2020$5,353,000
-21.2%
85,552
-0.2%
0.19%
-2.5%
Q4 2019$6,796,000
+19.3%
85,757
+11.1%
0.20%
+9.4%
Q3 2019$5,695,000
+945.0%
77,222
+944.7%
0.18%
+964.7%
Q2 2019$545,000
-6.4%
7,392
-8.3%
0.02%
-5.6%
Q1 2019$582,0008,0580.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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