ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 447 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $233,000 | -29.2% | 3,157 | -24.1% | 0.09% | -32.8% |
| Q4 2019 | $329,000 | +7.2% | 4,157 | 0.0% | 0.13% | -0.7% |
| Q3 2019 | $307,000 | +0.3% | 4,157 | 0.0% | 0.14% | +2.3% |
| Q2 2019 | $306,000 | -1.0% | 4,157 | 0.0% | 0.13% | +22.2% |
| Q3 2018 | $309,000 | +4.4% | 4,157 | 0.0% | 0.11% | 0.0% |
| Q2 2018 | $296,000 | -0.7% | 4,157 | 0.0% | 0.11% | +5.9% |
| Q1 2018 | $298,000 | +45.4% | 4,157 | +46.1% | 0.10% | +32.5% |
| Q4 2017 | $205,000 | – | 2,846 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 1,799,132 | $127,954,000 | 18.30% |
| ICONIQ Capital, LLC | 2,020,866 | $143,724,000 | 17.69% |
| DIMENSION CAPITAL MANAGEMENT LLC | 370,527 | $26,352,000 | 14.48% |
| Bogart Wealth, LLC | 303,356 | $21,574,000 | 13.12% |
| Bernicke Wealth Management, Ltd. | 240,094 | $17,075,000 | 11.95% |
| Covenant Multifamily Offices, LLC | 338,741 | $24,091,000 | 10.14% |
| Arlington Partners LLC | 109,000 | $7,752,000 | 7.33% |
| Cornerstone Advisors, Inc. | 150,778 | $10,723,000 | 7.32% |
| DEARBORN CAPITAL MANAGEMENT LLC | 45,401 | $3,229,000 | 6.22% |
| Conrad N. Hilton Foundation | 180,731 | $12,854,000 | 6.11% |