Winthrop Advisory Group LLC - 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
Winthrop Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$347,236
+5.0%
3,759
+9.0%
0.06%
+7.5%
Q2 2023$330,819
+10.0%
3,448
+4.5%
0.05%0.0%
Q1 2023$300,698
+7.4%
3,2990.0%0.05%0.0%
Q4 2022$279,983
+8.9%
3,299
+0.1%
0.05%
-3.6%
Q3 2022$257,000
-7.6%
3,297
-0.5%
0.06%
-15.4%
Q2 2022$278,000
-15.8%
3,313
+0.0%
0.06%
-5.8%
Q1 2022$330,000
-5.2%
3,312
+0.9%
0.07%
-1.4%
Q4 2021$348,000
+6.1%
3,284
+0.0%
0.07%
-4.1%
Q3 2021$328,000
-1.2%
3,2830.0%0.07%
-2.7%
Q2 2021$332,000
+6.4%
3,283
+0.0%
0.08%
-2.6%
Q1 2021$312,000
+4.7%
3,2820.0%0.08%
-1.3%
Q4 2020$298,000
+12.9%
3,282
+0.0%
0.08%
-3.7%
Q3 2020$264,000
+8.2%
3,2810.0%0.08%
-5.8%
Q2 2020$244,000
+19.0%
3,281
+0.0%
0.09%
+4.9%
Q1 2020$205,000
-91.7%
3,280
-89.5%
0.08%
-90.8%
Q4 2019$2,467,000
+19.8%
31,126
+11.5%
0.89%
+9.1%
Q3 2019$2,059,000
+0.0%
27,9200.0%0.82%
-5.3%
Q2 2019$2,058,0000.0%27,920
-1.3%
0.86%
-4.9%
Q1 2019$2,058,000
+6.9%
28,281
-5.7%
0.90%
-7.6%
Q4 2018$1,925,00029,9970.98%
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