NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 316 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.42 and the average weighting 0.6%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$325,752
-4.3%
3,527
-0.6%
0.12%
-4.9%
Q2 2023$340,261
+4.4%
3,547
-0.8%
0.12%
-0.8%
Q1 2023$325,769
-4.4%
3,574
-11.0%
0.12%
-15.1%
Q4 2022$340,929
+4.6%
4,017
-4.0%
0.15%
+1.4%
Q3 2022$326,000
-7.9%
4,184
-0.7%
0.14%
-5.9%
Q2 2022$354,000
-18.4%
4,215
-3.1%
0.15%
-28.2%
Q1 2022$434,000
-9.0%
4,352
-3.6%
0.21%
-4.1%
Q4 2021$477,000
-36.1%
4,513
-39.5%
0.22%
-40.0%
Q3 2021$746,000
-1.3%
7,463
-0.1%
0.37%
-7.5%
Q2 2021$756,000
-0.1%
7,473
-6.1%
0.40%
-15.8%
Q1 2021$757,000
+3.6%
7,959
-1.2%
0.48%
-5.9%
Q4 2020$731,000
+10.9%
8,057
-2.3%
0.50%
-7.7%
Q3 2020$659,000
+7.3%
8,245
-0.9%
0.55%
+2.1%
Q2 2020$614,000
+19.2%
8,323
+1.1%
0.54%
+2.9%
Q1 2020$515,000
-27.3%
8,231
-7.9%
0.52%
-19.7%
Q4 2019$708,000
+3.8%
8,939
-3.3%
0.65%
+15.9%
Q3 2019$682,000
+56.8%
9,248
+56.6%
0.56%
+59.5%
Q2 2019$435,000
+7.4%
5,907
+5.3%
0.35%
+15.1%
Q1 2019$405,000
+17.1%
5,612
+4.1%
0.30%
+4.1%
Q4 2018$346,000
-14.6%
5,393
-1.2%
0.29%
-3.3%
Q3 2018$405,000
-5.4%
5,460
-9.4%
0.30%
-5.9%
Q2 2018$428,000
-1.2%
6,025
-0.1%
0.32%0.0%
Q1 2018$433,000
+6.1%
6,034
+6.6%
0.32%
-3.0%
Q4 2017$408,0005,6590.33%
Other shareholders
ISHARES TR shareholders Q2 2018
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