BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,034,021
+9.2%
10,778
+3.8%
0.12%
+2.6%
Q1 2023$946,850
+7.3%
10,387
-0.1%
0.12%
+5.5%
Q4 2022$882,809
+9.9%
10,401
+0.7%
0.11%
+2.8%
Q3 2022$803,000
-7.4%
10,324
-0.1%
0.11%0.0%
Q2 2022$867,000
-15.2%
10,338
+0.9%
0.11%
-1.8%
Q1 2022$1,022,000
-9.6%
10,247
-4.1%
0.11%
-9.2%
Q4 2021$1,131,000
+11.0%
10,689
+4.9%
0.12%
+7.1%
Q3 2021$1,019,000
+25.5%
10,194
+27.0%
0.11%
+24.4%
Q2 2021$812,000
+6.6%
8,024
+0.2%
0.09%0.0%
Q1 2021$762,000
+128.1%
8,011
+117.5%
0.09%
+91.5%
Q4 2020$334,000
+259.1%
3,683
+216.7%
0.05%
+213.3%
Q3 2020$93,000
-65.8%
1,163
-68.4%
0.02%
-68.8%
Q2 2020$272,000
-12.5%
3,684
-25.8%
0.05%
-23.8%
Q1 2020$311,0004,965
+248150.0%
0.06%
Q3 2019$020.0%0.00%
Q2 2019$020.0%0.00%
Q1 2019$020.0%0.00%
Q4 2018$020.0%0.00%
Q3 2018$0
-100.0%
2
-99.7%
0.00%
-100.0%
Q2 2018$41,000
-6.8%
583
-5.5%
0.01%
-17.6%
Q1 2018$44,000
+25.7%
617
+16.2%
0.02%
+13.3%
Q2 2017$35,0005310.02%
Other shareholders
ISHARES TR shareholders Q1 2023
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