WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 445 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$240,459
-3.7%
2,6030.0%0.02%0.0%
Q2 2023$249,752
+0.3%
2,603
-4.7%
0.02%
-5.9%
Q1 2023$248,953
-8.2%
2,731
-14.5%
0.02%
-10.5%
Q4 2022$271,176
-15.0%
3,195
-22.1%
0.02%
-20.8%
Q3 2022$319,000
-4.5%
4,102
+2.9%
0.02%0.0%
Q2 2022$334,000
-3.7%
3,986
+14.5%
0.02%
+4.3%
Q1 2022$347,000
-5.2%
3,482
+0.5%
0.02%
-20.7%
Q4 2021$366,000
+0.3%
3,464
-5.1%
0.03%
-9.4%
Q3 2021$365,000
-15.3%
3,649
-14.4%
0.03%
-15.8%
Q2 2021$431,000
-10.4%
4,264
-15.6%
0.04%
-20.8%
Q1 2021$481,000
+78.8%
5,052
+70.1%
0.05%
+54.8%
Q4 2020$269,000
+12.1%
2,970
-1.2%
0.03%
-3.1%
Q3 2020$240,000
+8.1%
3,0050.0%0.03%0.0%
Q2 2020$222,000
-12.9%
3,005
-26.3%
0.03%
-20.0%
Q1 2020$255,000
-95.5%
4,075
-94.7%
0.04%
-95.3%
Q3 2019$5,655,000
-15.6%
76,675
-15.7%
0.85%
-19.7%
Q2 2019$6,703,000
+135.5%
90,933
+130.5%
1.06%
+64.2%
Q1 2019$2,846,00039,4480.64%
Other shareholders
ISHARES TR shareholders Q3 2020
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