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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 5,072 | 0.0% | 0.03% | -6.7% |
| Q4 2022 | $430,544 | +5.0% | 5,072 | -3.8% | 0.03% | -11.8% |
| Q3 2022 | $410,000 | -7.2% | 5,273 | 0.0% | 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 | $9,926,000 | – | 154,706 | – | 1.08% | – |
Download | ||||||
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% |