Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 436 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.51 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$440,328
-14.9%
4,767
-11.6%
0.02%
-13.0%
Q2 2023$517,308
-4.8%
5,392
-9.5%
0.02%0.0%
Q1 2023$543,405
+48.7%
5,961
+38.5%
0.02%
+35.3%
Q4 2022$365,324
+1159.7%
4,304
+1302.0%
0.02%
+750.0%
Q1 2021$29,000
+141.7%
307
+56.6%
0.00%0.0%
Q1 2020$12,000
+71.4%
196
+110.8%
0.00%
+100.0%
Q4 2019$7,000
-56.2%
93
-58.3%
0.00%
-50.0%
Q3 2019$16,000
+128.6%
223
+139.8%
0.00%
+100.0%
Q2 2019$7,0000.0%930.0%0.00%0.0%
Q1 2019$7,000
+16.7%
930.0%0.00%0.0%
Q4 2018$6,000
-14.3%
930.0%0.00%0.0%
Q3 2018$7,0000.0%930.0%0.00%0.0%
Q2 2018$7,0000.0%930.0%0.00%
-50.0%
Q1 2018$7,0000.0%930.0%0.00%0.0%
Q4 2017$7,000
+16.7%
930.0%0.00%0.0%
Q3 2017$6,000930.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders