Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$636,891
-68.4%
6,895
-67.2%
0.75%
-36.2%
Q2 2023$2,018,342
+43.8%
21,038
+36.6%
1.17%
+77.5%
Q1 2023$1,404,046
+62.2%
15,402
+51.0%
0.66%
-7.1%
Q4 2022$865,691
-2.6%
10,199
-10.8%
0.71%
-5.7%
Q3 2022$889,000
+4.2%
11,428
+12.4%
0.75%
+9.3%
Q2 2022$853,000
+2.2%
10,165
+21.4%
0.69%
+39.0%
Q1 2022$835,000
+17.8%
8,372
+24.9%
0.50%
+86.8%
Q4 2021$709,000
-44.8%
6,702
-47.8%
0.26%
-46.8%
Q3 2021$1,284,000
+9.0%
12,848
+10.4%
0.50%
+13.2%
Q2 2021$1,178,000
+46.7%
11,638
+31.5%
0.44%
+37.5%
Q4 2020$803,000
-14.1%
8,850
-24.4%
0.32%
-26.3%
Q3 2020$935,000
-57.7%
11,700
-60.9%
0.43%
-58.5%
Q2 2020$2,209,000
+32.3%
29,959
+42.2%
1.04%
+19.7%
Q4 2019$1,670,000
+0.5%
21,066
-6.5%
0.87%
+3.7%
Q3 2019$1,661,000
+1.3%
22,528
-1.1%
0.84%
+7.8%
Q2 2019$1,639,000
-59.2%
22,773
-59.1%
0.78%
-43.4%
Q1 2019$4,020,00055,7221.38%
Other shareholders
ISHARES TR shareholders Q3 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