LexAurum Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 520 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
LexAurum Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,396,766
-4.6%
47,600
-0.9%
1.28%
-7.4%
Q2 2023$4,610,349
+3.0%
48,055
-2.1%
1.39%
-6.5%
Q1 2023$4,474,543
+8.0%
49,085
+0.5%
1.48%
+0.1%
Q4 2022$4,144,563
+16.2%
48,829
+6.6%
1.48%
+7.7%
Q3 2022$3,566,000
-10.2%
45,812
-3.2%
1.38%
-7.2%
Q2 2022$3,970,000
-15.4%
47,319
+0.7%
1.48%
-2.9%
Q1 2022$4,691,000
-4.9%
47,009
+0.8%
1.53%
-4.7%
Q4 2021$4,932,000
+6.6%
46,624
+0.7%
1.60%
+17.5%
Q3 2021$4,628,000
+1.1%
46,315
+2.4%
1.37%
+0.7%
Q2 2021$4,578,000
+6.4%
45,238
+0.0%
1.36%
-7.8%
Q1 2021$4,304,000
+7.5%
45,234
+2.5%
1.47%
+2.6%
Q4 2020$4,002,000
+11.1%
44,113
-2.1%
1.43%
-3.0%
Q3 2020$3,601,000
+6.2%
45,060
-2.0%
1.48%
-20.2%
Q2 2020$3,390,000
+6.1%
45,989
-9.9%
1.85%
-16.4%
Q1 2020$3,195,000
-12.1%
51,057
+11.4%
2.22%
+23.5%
Q4 2019$3,634,000
+12.1%
45,849
+4.3%
1.79%
-6.5%
Q3 2019$3,242,000
+4.0%
43,964
+4.0%
1.92%
-0.3%
Q2 2019$3,117,000
+5.3%
42,292
+3.1%
1.92%
-1.7%
Q1 2019$2,959,00041,0111.96%
Other shareholders
ISHARES TR shareholders Q2 2021
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