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 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders