USAdvisors Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
USAdvisors Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,914
+8.1%
53,208
+12.6%
2.19%
+1.9%
Q2 2023$4,545
-13.8%
47,265
-18.3%
2.15%
-14.3%
Q1 2023$5,274
+2.1%
57,850
-5.0%
2.51%
+0.5%
Q4 2022$5,168
-99.9%
60,880
-1.4%
2.50%
+1.5%
Q3 2022$4,807,000
-8.4%
61,757
-1.3%
2.46%
-6.5%
Q2 2022$5,248,000
-23.7%
62,560
-9.2%
2.63%
-10.4%
Q1 2022$6,878,000
-15.3%
68,930
-10.2%
2.94%
-11.2%
Q4 2021$8,116,000
+0.5%
76,726
-5.0%
3.30%
-5.5%
Q3 2021$8,074,000
+15.4%
80,806
+16.9%
3.50%
-8.0%
Q2 2021$6,994,000
-5.3%
69,120
-11.0%
3.80%
+6.4%
Q1 2021$7,387,000
+41.8%
77,636
+35.2%
3.57%
+42.8%
Q4 2020$5,208,000
+0.9%
57,404
-11.4%
2.50%
+210.8%
Q3 2020$5,160,000
+8.3%
64,783
+0.2%
0.80%
-68.2%
Q2 2020$4,766,00064,6492.53%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders