ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,243 | -6.8% | 5,188 | -3.2% | 0.07% | -4.1% |
| Q2 2023 | $514,363 | +5.3% | 5,361 | +0.0% | 0.07% | -1.4% |
| Q1 2023 | $488,519 | +11.1% | 5,359 | +3.5% | 0.07% | +2.8% |
| Q4 2022 | $439,587 | +3.7% | 5,179 | -4.9% | 0.07% | -11.1% |
| Q3 2022 | $424,000 | -17.7% | 5,446 | -11.2% | 0.08% | -14.7% |
| Q2 2022 | $515,000 | -15.0% | 6,134 | +1.0% | 0.10% | -5.9% |
| Q1 2022 | $606,000 | – | 6,075 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mayo Clinic | 1,992,725 | $169,142,498 | 89.58% |
| Granger Management LLC | 856,893 | $72,733,111 | 31.73% |
| Three Bridge Wealth Advisors, LLC | 387,565 | $32,896,509 | 17.63% |
| MINOT CAPITAL, LP | 1,026,452 | $87,125,246 | 17.49% |
| DIMENSION CAPITAL MANAGEMENT LLC | 855,052 | $72,576,771 | 16.92% |
| Nationwide Asset Management LLC | 200,250 | $17,099 | 16.61% |
| Privium Fund Management (UK) Ltd | 252,460 | $21,557,559 | 16.36% |
| MKP Capital Management, L.L.C. | 1,500,000 | $127,320,000 | 15.62% |
| EPIQ Capital Group, LLC | 328,754 | $27,904,675 | 15.21% |
| Madrona Financial Services, LLC | 303,896 | $25,794,678 | 14.76% |