Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 321 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 3.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$138,000
-2.1%
1,919
-1.6%
0.09%
+2.3%
Q4 2017$141,000
+0.7%
1,950
-3.8%
0.09%
-6.5%
Q3 2017$140,000
+5.3%
2,028
-0.2%
0.09%
+2.2%
Q2 2017$133,000
+2.3%
2,033
-1.7%
0.09%
-4.2%
Q1 2017$130,000
+1.6%
2,069
-4.5%
0.10%
-11.2%
Q4 2016$128,000
-1.5%
2,167
-1.8%
0.11%
+8.1%
Q3 2016$130,000
-11.0%
2,206
-15.1%
0.10%
-17.5%
Q2 2016$146,000
-17.5%
2,597
-18.2%
0.12%
-27.7%
Q1 2016$177,000
+1.1%
3,175
+0.9%
0.17%
-0.6%
Q4 2015$175,0003,1470.17%
Other shareholders
ISHARES TR shareholders Q1 2018
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