INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 506 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,135,043
-3.7%
12,2880.0%0.19%
-3.1%
Q2 2023$1,178,911
+5.2%
12,2880.0%0.19%
+3.8%
Q1 2023$1,120,174
-59.1%
12,288
-62.0%
0.18%
-59.3%
Q4 2022$2,741,539
+117.1%
32,299
+99.0%
0.46%
+103.1%
Q3 2022$1,263,000
-15.1%
16,227
-8.5%
0.22%
-12.5%
Q2 2022$1,488,000
-15.9%
17,7340.0%0.26%
-7.6%
Q1 2022$1,769,000
-5.7%
17,7340.0%0.28%
-5.1%
Q4 2021$1,876,000
+5.9%
17,7340.0%0.29%
+3.2%
Q3 2021$1,772,000
-1.3%
17,7340.0%0.28%
-4.4%
Q2 2021$1,795,000
+6.4%
17,7340.0%0.30%
-9.5%
Q1 2021$1,687,000
+17.4%
17,734
+12.0%
0.33%
+8.3%
Q4 2020$1,437,000
+25.5%
15,840
+10.5%
0.30%
+13.5%
Q3 2020$1,145,000
+16.0%
14,333
+7.1%
0.27%
+30.4%
Q2 2020$987,000
+17.8%
13,3860.0%0.20%
+5.7%
Q1 2020$838,000
-21.0%
13,3860.0%0.19%
-13.8%
Q4 2019$1,061,000
+7.5%
13,3860.0%0.22%
+3.2%
Q3 2019$987,000
-0.2%
13,386
-0.2%
0.22%
+1.4%
Q2 2019$989,000
+2.2%
13,4130.0%0.21%
+4.9%
Q1 2019$968,000
+12.4%
13,4130.0%0.20%
+5.7%
Q4 2018$861,000
-13.6%
13,4130.0%0.19%
-2.0%
Q3 2018$996,000
+4.4%
13,4130.0%0.20%
-1.0%
Q2 2018$954,000
-0.8%
13,4130.0%0.20%
-2.5%
Q1 2018$962,000
-2.1%
13,413
-1.6%
0.20%
+8.5%
Q4 2017$983,000
+28.2%
13,630
+22.3%
0.19%
+22.1%
Q3 2017$767,000
-16.4%
11,144
-20.5%
0.15%
-31.6%
Q2 2017$918,000
-64.8%
14,014
-66.0%
0.22%
-72.3%
Q1 2017$2,609,000
-62.4%
41,249
-64.8%
0.81%
-62.9%
Q4 2016$6,934,000
-7.7%
117,193
-7.9%
2.19%
-12.6%
Q3 2016$7,516,000
-7.2%
127,182
-11.7%
2.50%
-11.3%
Q2 2016$8,103,000
+7.6%
144,102
+6.8%
2.82%
+0.1%
Q1 2016$7,529,000
-0.9%
134,885
-0.9%
2.82%
-0.9%
Q4 2015$7,596,000136,0882.84%
Other shareholders
ISHARES TR shareholders Q1 2021
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