O'Brien Wealth Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
O'Brien Wealth Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$234,765
+12.2%
2,447
+6.6%
0.07%
+4.5%
Q1 2023$209,212
-3.0%
2,295
-9.7%
0.07%
-23.3%
Q4 2022$215,680
-49.7%
2,541
-53.9%
0.09%
-52.2%
Q3 2022$429,000
-7.1%
5,5070.0%0.18%
-6.7%
Q2 2022$462,000
-25.1%
5,507
-21.7%
0.19%
-21.2%
Q1 2022$617,000
-31.9%
7,032
-21.2%
0.24%
-22.0%
Q4 2021$906,000
-40.2%
8,926
-40.8%
0.31%
-40.6%
Q3 2021$1,514,000
-85.6%
15,082
-85.3%
0.53%
-84.8%
Q2 2021$10,487,000
-74.6%
102,732
-75.7%
3.47%
-74.7%
Q1 2021$41,359,000
+4.3%
422,933
-0.3%
13.70%
-4.3%
Q4 2020$39,639,000
+15.3%
424,218
+1.4%
14.32%
+2.0%
Q3 2020$34,369,000
+10.3%
418,521
+1.8%
14.04%
+8.2%
Q2 2020$31,158,000
+182.0%
410,941
+126.5%
12.98%
+109.0%
Q1 2020$11,050,000181,4486.21%
Other shareholders
ISHARES TR shareholders Q3 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