RETIREMENT INCOME SOLUTIONS, INC - 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
RETIREMENT INCOME SOLUTIONS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,431,823
-2.6%
37,153
+1.2%
0.96%
+1.8%
Q2 2023$3,522,149
+7.1%
36,712
+1.8%
0.94%
-1.7%
Q1 2023$3,288,870
+15.4%
36,078
+7.4%
0.96%
+6.0%
Q4 2022$2,850,270
+56.3%
33,580
+44.9%
0.90%
+38.2%
Q3 2022$1,824,000
-2.7%
23,175
+3.7%
0.66%
-1.9%
Q2 2022$1,875,000
-24.9%
22,355
-10.7%
0.67%
-3.2%
Q1 2022$2,497,000
-99.9%
25,022
-14.8%
0.69%
-17.0%
Q4 2021$3,108,000,000
+58.4%
29,381
+49.6%
0.83%
+26.5%
Q3 2021$1,962,000,000
-0.3%
19,635
+1.0%
0.66%
-2.4%
Q2 2021$1,967,000,000
+9.0%
19,442
+2.5%
0.67%
+8.2%
Q1 2021$1,805,000,000
+4.9%
18,9730.0%0.62%
-0.3%
Q4 2020$1,721,000,000
+13.5%
18,9730.0%0.62%
-7.1%
Q3 2020$1,516,000,000
+12.1%
18,973
+3.4%
0.67%
+17.7%
Q2 2020$1,352,000,000
-2.4%
18,342
-17.1%
0.57%
-26.5%
Q1 2020$1,385,000,000
-62.8%
22,130
-52.9%
0.78%
-49.9%
Q4 2019$3,727,000,000
+16.0%
47,033
+8.0%
1.55%
-9.5%
Q3 2019$3,213,000,000
-9.3%
43,562
-9.3%
1.71%
-9.2%
Q2 2019$3,542,000,000
+0.4%
48,053
-1.8%
1.89%
-6.6%
Q1 2019$3,529,000,000
+7.5%
48,913
-4.5%
2.02%
-4.9%
Q4 2018$3,284,000,000
+15.1%
51,191
+33.2%
2.13%
+33.0%
Q3 2018$2,854,000,000
+11.2%
38,438
+6.5%
1.60%
+2.3%
Q2 2018$2,567,000,000
-17.5%
36,098
-16.8%
1.56%
-17.7%
Q1 2018$3,112,000,000
+2.4%
43,399
+2.9%
1.90%
+6.5%
Q4 2017$3,040,000,00042,1651.78%
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