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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $94,885 | +5.2% | 989 | 0.0% | 0.04% | -13.0% |
| Q1 2023 | $90,157 | +7.4% | 989 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $83,946 | +9.0% | 989 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $77,000 | -7.2% | 989 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $83,000 | -16.2% | 989 | 0.0% | 0.05% | -13.8% |
| Q1 2022 | $99,000 | -5.7% | 989 | 0.0% | 0.06% | -7.9% |
| Q4 2021 | $105,000 | -25.0% | 989 | -28.6% | 0.06% | -36.4% |
| Q2 2021 | $140,000 | +6.1% | 1,385 | 0.0% | 0.10% | -10.8% |
| Q1 2021 | $132,000 | +8.2% | 1,385 | +3.1% | 0.11% | +9.9% |
| Q4 2020 | $122,000 | +14.0% | 1,343 | 0.0% | 0.10% | -5.6% |
| Q3 2020 | $107,000 | +8.1% | 1,343 | 0.0% | 0.11% | -1.8% |
| Q2 2020 | $99,000 | +17.9% | 1,343 | 0.0% | 0.11% | -5.2% |
| Q1 2020 | $84,000 | -12.5% | 1,343 | +2.8% | 0.12% | +7.5% |
| Q3 2019 | $96,000 | 0.0% | 1,306 | 0.0% | 0.11% | -1.8% |
| Q2 2019 | $96,000 | -4.0% | 1,306 | -6.2% | 0.11% | +2.8% |
| Q1 2019 | $100,000 | +8.7% | 1,392 | 0.0% | 0.11% | -0.9% |
| Q4 2018 | $92,000 | +318.2% | 1,392 | +339.1% | 0.11% | +409.5% |
| Q3 2018 | $22,000 | -4.3% | 317 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $23,000 | +21.1% | 317 | +23.3% | 0.02% | +29.4% |
| Q1 2018 | $19,000 | 0.0% | 257 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $19,000 | +5.6% | 257 | 0.0% | 0.02% | -5.6% |
| Q3 2017 | $18,000 | +5.9% | 257 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $17,000 | +21.4% | 257 | +13.2% | 0.02% | +12.5% |
| Q1 2017 | $14,000 | +27.3% | 227 | +18.2% | 0.02% | +6.7% |
| Q3 2016 | $11,000 | – | 192 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |