Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$95
+6.7%
1,0440.0%0.04%
-2.5%
Q4 2022$89
-99.9%
1,0440.0%0.04%
+2.6%
Q3 2022$81,000
-8.0%
1,0440.0%0.04%
-2.5%
Q2 2022$88,000
-15.4%
1,0440.0%0.04%
-7.0%
Q1 2022$104,000
-8.8%
1,044
-3.0%
0.04%
-2.3%
Q4 2021$114,000
+5.6%
1,0760.0%0.04%
-2.2%
Q3 2021$108,000
-0.9%
1,0760.0%0.04%
-4.3%
Q2 2021$109,0001,0760.05%
Other shareholders
ISHARES TR shareholders Q1 2023
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