Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,919,356
+4.1%
20,779
+8.1%
0.03%
+7.1%
Q2 2023$1,844,351
+8.2%
19,224
+2.8%
0.03%
+3.7%
Q1 2023$1,704,419
-8.8%
18,697
-15.1%
0.03%
-15.6%
Q4 2022$1,868,888
-3.7%
22,018
-11.7%
0.03%
-11.1%
Q3 2022$1,941,000
+457.8%
24,934
+500.7%
0.04%
+500.0%
Q2 2022$348,000
-15.9%
4,1510.0%0.01%0.0%
Q1 2022$414,000
-5.7%
4,1510.0%0.01%
-14.3%
Q4 2021$439,000
+5.8%
4,1510.0%0.01%0.0%
Q3 2021$415,000
-1.2%
4,1510.0%0.01%0.0%
Q2 2021$420,000
-99.9%
4,151
-50.0%
0.01%0.0%
Q1 2021$789,936,000
+131996.3%
8,302
+25.9%
0.01%
-46.2%
Q4 2020$598,000
+4.0%
6,596
-8.3%
0.01%
-7.1%
Q3 2020$575,000
+538.9%
7,193
+486.7%
0.01%
+366.7%
Q2 2020$90,000
+309.1%
1,226
+239.6%
0.00%
+200.0%
Q1 2020$22,000
-86.1%
361
-82.0%
0.00%
-80.0%
Q4 2019$158,000
+19.7%
2,002
+11.1%
0.01%
+25.0%
Q3 2019$132,000
-18.0%
1,802
-17.6%
0.00%
-33.3%
Q2 2019$161,0002,1880.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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