Peak Financial Management, Inc. - 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
Peak Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,398,516
-4.0%
47,618
-0.3%
1.60%
-2.0%
Q2 2023$4,583,769
+5.4%
47,777
+0.2%
1.63%
+0.9%
Q1 2023$4,348,030
+5.3%
47,697
-1.9%
1.62%
-0.4%
Q4 2022$4,128,028
+1.0%
48,634
-7.4%
1.62%
-4.7%
Q3 2022$4,088,000
-14.3%
52,529
-7.6%
1.70%
-7.1%
Q2 2022$4,772,000
-14.0%
56,880
+2.3%
1.84%
-1.3%
Q1 2022$5,547,000
-4.3%
55,593
+1.4%
1.86%
-1.0%
Q4 2021$5,797,000
+4.7%
54,800
-1.1%
1.88%
+0.1%
Q3 2021$5,536,000
-2.1%
55,408
-0.8%
1.88%
-2.3%
Q2 2021$5,654,000
+5.7%
55,873
-0.6%
1.92%
-1.0%
Q1 2021$5,351,000
+1.3%
56,235
-3.4%
1.94%
-2.5%
Q4 2020$5,282,000
+13.2%
58,221
-0.3%
1.99%
-1.3%
Q3 2020$4,668,000
+8.9%
58,415
+0.5%
2.02%
+0.1%
Q2 2020$4,286,000
+7.0%
58,141
-9.1%
2.01%
-1.6%
Q1 2020$4,004,000
-56.4%
63,984
-44.8%
2.04%
+4.4%
Q4 2019$9,178,000
+8.2%
115,824
+0.7%
1.96%
+3.9%
Q3 2019$8,484,000
+103.3%
115,050
+103.2%
1.88%
+0.5%
Q2 2019$4,174,000
-45.8%
56,629
-47.0%
1.87%
+5.8%
Q1 2019$7,704,000
+148.9%
106,766
+121.4%
1.77%
+16.3%
Q4 2018$3,095,000
-37.4%
48,232
-27.5%
1.52%
+37.1%
Q3 2018$4,942,000
+184.7%
66,558
+172.7%
1.11%
+38.5%
Q2 2018$1,736,000
+33.6%
24,404
+34.7%
0.80%
+29.8%
Q1 2018$1,299,000
-74.7%
18,116
-80.2%
0.62%
-73.1%
Q2 2016$5,143,000
-24.2%
91,469
-24.7%
2.29%
-26.0%
Q4 2015$6,782,000121,4793.10%
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