ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 464 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 7.78 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,204 | -6.9% | 179 | -10.9% | 0.00% | 0.0% |
| Q1 2023 | $18,484 | – | 201 | +3920.0% | 0.00% | – |
| Q2 2022 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 5 | -98.0% | 0.00% | -100.0% |
| Q3 2021 | $25,000 | 0.0% | 251 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $25,000 | -3.8% | 251 | -8.7% | 0.01% | -16.7% |
| Q1 2021 | $26,000 | -71.1% | 275 | -75.5% | 0.01% | -72.7% |
| Q3 2020 | $90,000 | 0.0% | 1,122 | -8.3% | 0.02% | -4.3% |
| Q2 2020 | $90,000 | +32.4% | 1,224 | +11.9% | 0.02% | +21.1% |
| Q1 2020 | $68,000 | -80.8% | 1,094 | -75.6% | 0.02% | -77.1% |
| Q4 2019 | $355,000 | -89.0% | 4,482 | -89.7% | 0.08% | -88.3% |
| Q3 2019 | $3,217,000 | – | 43,614 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |