Edge Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$415,281
-14.6%
4,496
-11.3%
0.03%
-3.6%
Q2 2023$486,209
+5.1%
5,068
-0.1%
0.03%0.0%
Q1 2023$462,399
+7.4%
5,0720.0%0.03%
-6.7%
Q4 2022$430,544
+5.0%
5,072
-3.8%
0.03%
-11.8%
Q3 2022$410,000
-7.2%
5,2730.0%0.03%
-10.5%
Q2 2022$442,000
-19.8%
5,273
-4.5%
0.04%0.0%
Q1 2022$551,000
-59.7%
5,522
-57.2%
0.04%
-60.8%
Q4 2021$1,366,000
+5.6%
12,913
-0.3%
0.10%
-5.8%
Q3 2021$1,294,000
-0.4%
12,949
+0.8%
0.10%
-1.0%
Q2 2021$1,299,000
+8.3%
12,840
+1.9%
0.10%
+4.0%
Q1 2021$1,199,000
-79.5%
12,600
-80.4%
0.10%
-79.6%
Q4 2020$5,835,000
-25.0%
64,314
-34.0%
0.49%
-36.8%
Q3 2020$7,783,000
-25.4%
97,387
-31.2%
0.78%
-28.8%
Q2 2020$10,435,000
+33.5%
141,551
+13.3%
1.09%
+17.1%
Q1 2020$7,815,000
-36.6%
124,898
-19.7%
0.93%
-22.3%
Q4 2019$12,329,000
+7.8%
155,574
+0.4%
1.20%
+3.7%
Q3 2019$11,433,000
+1.8%
155,023
+1.7%
1.16%
+7.1%
Q2 2019$11,235,000
+2.5%
152,421
+0.3%
1.08%
-0.1%
Q1 2019$10,966,000
+10.5%
151,984
-1.8%
1.08%
+0.3%
Q4 2018$9,926,000154,7061.08%
Other shareholders
ISHARES TR shareholders Q4 2022
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