Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 450 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.90 and the average weighting 1.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$993,797
+6.3%
8,842
+1.0%
0.03%
-6.1%
Q1 2024$934,572
-2.7%
8,757
-7.2%
0.03%
-15.4%
Q4 2023$960,562
+1.7%
9,439
-7.7%
0.04%
-9.3%
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 2020
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