Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 506 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.0%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$500,923
-3.7%
5,4230.0%0.11%
-2.6%
Q2 2023$520,283
+5.2%
5,4230.0%0.12%
-3.4%
Q1 2023$494,361
+84.3%
5,423
+71.6%
0.12%
+75.0%
Q4 2022$268,221
+24.2%
3,160
+46.3%
0.07%
+54.5%
Q1 2022$216,000
-5.3%
2,1600.0%0.04%
+29.4%
Q4 2021$228,000
+5.6%
2,1600.0%0.03%
-26.1%
Q3 2021$216,000
-1.4%
2,1600.0%0.05%
+2.2%
Q2 2021$219,000
+6.3%
2,1600.0%0.04%
-2.2%
Q1 2021$206,000
+5.1%
2,1600.0%0.05%
+4.5%
Q4 2020$196,000
+13.3%
2,1600.0%0.04%
-6.4%
Q3 2020$173,000
+8.8%
2,1600.0%0.05%
-9.6%
Q2 2020$159,000
+17.8%
2,1600.0%0.05%
-5.5%
Q1 2020$135,000
-15.1%
2,1600.0%0.06%
-27.6%
Q3 2019$159,0002,1600.08%
Other shareholders
ISHARES TR shareholders Q1 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