Well Done, 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
Well Done, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,194,893
-8.1%
34,588
-4.5%
0.71%
-4.2%
Q2 2023$3,474,658
+5.3%
36,217
+0.0%
0.74%
+3.5%
Q1 2023$3,301,309
-30.4%
36,214
-35.2%
0.71%
-29.9%
Q4 2022$4,740,925
+25.5%
55,854
+15.0%
1.02%
+10.2%
Q3 2022$3,778,000
+20.7%
48,548
+30.1%
0.92%
+34.3%
Q2 2022$3,130,000
-14.1%
37,308
+2.2%
0.69%
-5.5%
Q1 2022$3,642,000
-4.0%
36,501
+1.8%
0.73%
-5.2%
Q4 2021$3,793,000
+5.1%
35,858
-0.7%
0.77%
-4.5%
Q3 2021$3,608,000
-0.5%
36,106
+0.8%
0.80%
+0.6%
Q2 2021$3,625,000
+0.4%
35,828
-5.6%
0.80%
-3.6%
Q1 2021$3,612,000
+10.3%
37,960
+5.1%
0.83%
+2.3%
Q4 2020$3,275,000
-1.7%
36,104
-13.4%
0.81%
-13.7%
Q3 2020$3,331,000
+7.8%
41,680
-0.6%
0.94%
+10.5%
Q2 2020$3,091,000
+8.2%
41,935
-8.2%
0.85%
-1.7%
Q1 2020$2,858,000
-10.9%
45,676
+12.8%
0.86%
+16.4%
Q4 2019$3,209,000
-42.1%
40,491
-46.1%
0.74%
+10.7%
Q3 2019$5,542,000
+62.9%
75,138
+62.8%
0.67%
-15.6%
Q2 2019$3,402,000
+24.2%
46,158
+21.5%
0.80%
+18.0%
Q1 2019$2,740,000
-30.5%
37,977
-38.2%
0.67%
-39.1%
Q4 2018$3,941,000
-16.7%
61,424
-3.6%
1.11%
-17.2%
Q3 2018$4,730,000
-9.9%
63,700
-13.7%
1.34%
-15.1%
Q2 2018$5,251,000
+18.1%
73,847
+19.1%
1.57%
+14.1%
Q1 2018$4,446,000
+20.8%
62,002
+21.5%
1.38%
+14.9%
Q4 2017$3,681,000
+11.7%
51,048
+6.7%
1.20%
+18.8%
Q3 2017$3,294,000
+119.7%
47,861
+109.1%
1.01%
+93.3%
Q2 2017$1,499,000
+189.9%
22,890
+179.9%
0.52%
+185.8%
Q1 2017$517,0008,1770.18%
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