Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$479,585
-27.5%
5,192
-24.7%
0.02%
-24.0%
Q2 2023$661,123
+5.2%
6,8910.0%0.02%
-3.8%
Q1 2023$628,184
+6.9%
6,891
-0.5%
0.03%0.0%
Q4 2022$587,838
-13.2%
6,926
-20.4%
0.03%
-25.7%
Q3 2022$677,000
-14.4%
8,696
-7.8%
0.04%
-32.7%
Q2 2022$791,000
-19.7%
9,428
-4.5%
0.05%
-5.5%
Q1 2022$985,000
-21.5%
9,868
-16.8%
0.06%
-16.7%
Q4 2021$1,255,000
+1.8%
11,865
-3.9%
0.07%
-9.6%
Q3 2021$1,233,000
-1.3%
12,341
-0.0%
0.07%
-1.4%
Q2 2021$1,249,000
-35.9%
12,342
-39.7%
0.07%
-44.4%
Q1 2021$1,948,000
-35.7%
20,478
-38.7%
0.13%
-40.9%
Q4 2020$3,030,000
-30.8%
33,404
-39.0%
0.22%
-40.8%
Q3 2020$4,378,000
+3.4%
54,780
-4.6%
0.38%
-8.7%
Q2 2020$4,232,000
-3.1%
57,400
-17.8%
0.42%
-29.8%
Q1 2020$4,368,000
-18.3%
69,810
+3.4%
0.59%
+4.2%
Q4 2019$5,349,000
+24.4%
67,495
+15.8%
0.57%
+0.2%
Q3 2019$4,299,000
-4.8%
58,297
-4.8%
0.57%
-3.1%
Q2 2019$4,514,000
+734.4%
61,242
+717.1%
0.59%
+632.5%
Q1 2019$541,000
+24.9%
7,495
+11.0%
0.08%
-5.9%
Q4 2018$433,000
-63.6%
6,751
-57.9%
0.08%
-53.0%
Q3 2018$1,190,000
+3.7%
16,020
-0.6%
0.18%
-30.9%
Q2 2018$1,147,000
-4.5%
16,123
-3.8%
0.26%
-13.8%
Q1 2018$1,201,000
+62.7%
16,753
+63.7%
0.30%
+9.0%
Q4 2017$738,00010,2310.28%
Other shareholders
ISHARES TR shareholders Q4 2020
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