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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $363,000 | -26.4% | 5,794 | -6.8% | 0.09% | +4.7% |
| Q4 2019 | $493,000 | -1.4% | 6,220 | -8.2% | 0.09% | -13.1% |
| Q3 2019 | $500,000 | 0.0% | 6,777 | 0.0% | 0.10% | -7.5% |
| Q2 2019 | $500,000 | -14.7% | 6,777 | -16.6% | 0.11% | -18.3% |
| Q1 2019 | $586,000 | -51.1% | 8,129 | -56.4% | 0.13% | -48.4% |
| Q4 2018 | $1,198,000 | +294.1% | 18,665 | +356.2% | 0.25% | +185.4% |
| Q3 2018 | $304,000 | +4.8% | 4,091 | +0.2% | 0.09% | -3.3% |
| Q2 2018 | $290,000 | -78.9% | 4,081 | -78.6% | 0.09% | -76.9% |
| Q4 2017 | $1,373,000 | – | 19,057 | – | 0.40% | – |
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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% |