CAHABA WEALTH MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 321 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 3.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
CAHABA WEALTH MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,908,075
+3.1%
61,460
+1.0%
0.61%0.0%
Q1 2024$6,700,168
+7.9%
60,839
-0.3%
0.61%
-1.1%
Q4 2023$6,211,615
+10.2%
61,036
+0.1%
0.62%
-0.8%
Q3 2023$5,635,056
-4.0%
61,005
-0.3%
0.62%
-2.1%
Q2 2023$5,870,115
-2.1%
61,185
-7.0%
0.63%
-7.6%
Q1 2023$5,998,742
+8.0%
65,805
+0.5%
0.69%
-0.4%
Q4 2022$5,556,376
+7.3%
65,462
-1.6%
0.69%
-3.8%
Q3 2022$5,177,000
-11.0%
66,519
-4.1%
0.72%
-13.7%
Q2 2022$5,819,000
-6.7%
69,367
+2.1%
0.83%
-3.0%
Q1 2022$6,234,000
-14.4%
67,969
-1.3%
0.86%
-11.4%
Q4 2021$7,285,000
+1.1%
68,873
-4.5%
0.97%
-9.0%
Q3 2021$7,209,000
-4.2%
72,154
-2.1%
1.06%
-8.8%
Q2 2021$7,527,000
-6.5%
73,717
-12.9%
1.16%
-6.9%
Q1 2021$8,052,000
+1.3%
84,626
-0.2%
1.25%
-4.6%
Q4 2020$7,950,000
+34.4%
84,788
+14.6%
1.31%
+12.2%
Q3 2020$5,914,000
+1.5%
74,006
-0.4%
1.17%
-3.0%
Q2 2020$5,828,000
+15.9%
74,332
-7.5%
1.20%
-6.1%
Q1 2020$5,028,000
-25.3%
80,360
-5.4%
1.28%
-14.1%
Q4 2019$6,735,000
+6.9%
84,985
-0.5%
1.49%
-0.8%
Q3 2019$6,302,000
+0.4%
85,455
+0.4%
1.50%
-4.0%
Q2 2019$6,275,000
+2.3%
85,142
+0.1%
1.57%
-5.4%
Q1 2019$6,136,000
+16.1%
85,056
+3.3%
1.66%
+1.7%
Q4 2018$5,283,000
+687.3%
82,352
+813.0%
1.63%
+640.9%
Q3 2018$671,000
+37.2%
9,020
+34.1%
0.22%
+29.4%
Q2 2018$489,000
+33.2%
6,728
+28.6%
0.17%
+17.2%
Q1 2018$367,000
+4.6%
5,232
+7.4%
0.14%
+1.4%
Q4 2017$351,000
+7.3%
4,872
+2.4%
0.14%
-4.7%
Q3 2017$327,0004,7570.15%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders