ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 424 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.44 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $26,072 | -46.8% | 286 | -41.0% | 0.00% | -50.0% |
| Q2 2021 | $49,000 | +6.5% | 485 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $46,000 | -87.9% | 484 | -88.5% | 0.01% | -88.6% |
| Q4 2020 | $381,000 | -21.9% | 4,200 | -31.2% | 0.07% | -59.1% |
| Q3 2020 | $488,000 | +23.2% | 6,106 | +13.7% | 0.17% | -6.0% |
| Q2 2020 | $396,000 | +17.9% | 5,371 | +0.1% | 0.18% | -11.7% |
| Q1 2020 | $336,000 | -4.3% | 5,368 | +21.4% | 0.21% | +20.5% |
| Q4 2019 | $351,000 | +12.5% | 4,423 | +4.4% | 0.17% | +3.6% |
| Q3 2019 | $312,000 | +23.3% | 4,235 | +20.7% | 0.16% | +17.0% |
| Q1 2019 | $253,000 | +18.2% | 3,510 | +5.1% | 0.14% | -3.4% |
| Q4 2018 | $214,000 | – | 3,339 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 694,015 | $55,001,000 | 45.24% |
| Mass General Brigham, Inc | 1,536,103 | $121,736,000 | 41.96% |
| MINOT CAPITAL, LP | 916,256 | $72,613,000 | 27.52% |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 870,500 | $68,987,000 | 22.52% |
| Sageworth Trust Co | 1,931,357 | $153,060,000 | 16.59% |
| Rainwater Charitable Foundation | 398,649 | $31,593,000 | 15.90% |
| Nationwide Asset Management LLC | 219,050 | $17,320,000 | 14.46% |
| CLIENT 1ST ADVISORY GROUP, LLC | 179,363 | $14,215,000 | 14.01% |
| Bernicke Wealth Management, Ltd. | 298,635 | $23,667,000 | 13.22% |
| DIMENSION CAPITAL MANAGEMENT LLC | 561,395 | $44,489,000 | 13.02% |