Valeo Financial Advisors, LLC - 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
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$944,737
-14.6%
10,228
-11.3%
0.04%
-15.7%
Q2 2023$1,105,694
+7.0%
11,525
+1.7%
0.05%
+2.0%
Q1 2023$1,032,910
+12.8%
11,331
+5.0%
0.05%0.0%
Q4 2022$915,747
+9.8%
10,789
+0.7%
0.05%
-5.7%
Q3 2022$834,000
-0.2%
10,713
+7.5%
0.05%
+1.9%
Q2 2022$836,000
-12.7%
9,963
+3.7%
0.05%
+6.1%
Q1 2022$958,000
+18.0%
9,605
+25.1%
0.05%
+11.4%
Q4 2021$812,000
+14.0%
7,680
+7.8%
0.04%
+7.3%
Q3 2021$712,000
-30.9%
7,122
-30.0%
0.04%
-33.9%
Q2 2021$1,030,000
+55.1%
10,175
+45.8%
0.06%
+100.0%
Q1 2021$664,000
-0.4%
6,979
-5.0%
0.03%
-8.8%
Q4 2020$667,000
+32.9%
7,350
+16.9%
0.03%
-22.7%
Q3 2020$502,000
+2.7%
6,285
-5.2%
0.04%
-2.2%
Q2 2020$489,000
+13.2%
6,628
+1.7%
0.04%
-2.2%
Q1 2020$432,000
-3.4%
6,517
+15.6%
0.05%
+7.0%
Q4 2019$447,000
+6.9%
5,638
-0.5%
0.04%
-6.5%
Q3 2019$418,000
+2.0%
5,668
+1.9%
0.05%
-2.1%
Q2 2019$410,000
+19.9%
5,560
+17.2%
0.05%
+11.9%
Q1 2019$342,000
+54.8%
4,746
+38.0%
0.04%
+35.5%
Q4 2018$221,000
-23.5%
3,438
-18.1%
0.03%
-20.5%
Q3 2018$289,000
+73.1%
4,200
+81.8%
0.04%
+69.6%
Q2 2018$167,000
+21.0%
2,310
+19.9%
0.02%
+4.5%
Q1 2018$138,000
+14.0%
1,927
+15.0%
0.02%
+10.0%
Q4 2017$121,000
+5.2%
1,6750.0%0.02%
-23.1%
Q3 2017$115,0001,6750.03%
Other shareholders
ISHARES TR shareholders Q1 2018
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