LAKE STREET ADVISORS GROUP, 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
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,267,000
+96177.1%
46,1980.0%0.25%
+3.3%
Q2 2023$4,432
+5.3%
46,198
+0.0%
0.24%
-5.8%
Q1 2023$4,210
+7.3%
46,187
-0.0%
0.26%
+0.8%
Q4 2022$3,922
-99.9%
46,210
+0.0%
0.26%
-1.1%
Q3 2022$3,596,000
-7.2%
46,2020.0%0.26%
-5.4%
Q2 2022$3,876,000
-15.9%
46,202
+0.0%
0.28%
-6.1%
Q1 2022$4,609,000
-5.9%
46,191
-0.2%
0.29%
-4.9%
Q4 2021$4,896,000
+5.1%
46,288
-0.7%
0.31%
-38.1%
Q3 2021$4,658,000
+103.1%
46,617
+110.4%
0.50%
+195.3%
Q2 2021$2,293,000
+6.7%
22,158
-1.9%
0.17%
-3.4%
Q1 2021$2,149,000
+7.0%
22,584
+2.0%
0.18%
+5.4%
Q4 2020$2,009,000
+13.5%
22,151
+0.0%
0.17%
-0.6%
Q3 2020$1,770,000
+8.5%
22,1430.0%0.17%
+1.2%
Q2 2020$1,632,000
+17.8%
22,143
+0.0%
0.16%
-4.1%
Q1 2020$1,385,000
-21.0%
22,1340.0%0.17%
-0.6%
Q4 2019$1,754,000
+7.5%
22,134
+0.1%
0.17%
-2.3%
Q3 2019$1,632,000
-0.2%
22,122
-0.3%
0.18%
+2.3%
Q2 2019$1,636,000
+2.2%
22,191
+0.0%
0.17%
+3.0%
Q1 2019$1,601,000
+12.4%
22,189
-0.0%
0.17%
-2.9%
Q4 2018$1,424,000
-13.6%
22,193
-0.0%
0.17%
-5.5%
Q3 2018$1,649,000
+4.4%
22,2000.0%0.18%
+15.8%
Q2 2018$1,579,000
+46.2%
22,200
+47.4%
0.16%
+30.6%
Q1 2018$1,080,000
-63.2%
15,058
-63.1%
0.12%
-63.6%
Q4 2017$2,938,00040,7600.33%
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