BT Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
BT Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$779,000
-15.9%
9,288
+0.1%
0.22%
-9.1%
Q1 2022$926,000
-5.7%
9,2810.0%0.24%
-9.1%
Q4 2021$982,000
+5.9%
9,281
+0.1%
0.26%
-8.0%
Q3 2021$927,000
-7.1%
9,274
-6.0%
0.29%
-5.0%
Q2 2021$998,000
+4.0%
9,865
-2.2%
0.30%
-5.0%
Q1 2021$960,000
+4.3%
10,085
-0.5%
0.32%
-6.7%
Q4 2020$920,000
+10.8%
10,139
-2.4%
0.34%
-5.3%
Q3 2020$830,000
-36.3%
10,386
-41.2%
0.36%
-45.3%
Q2 2020$1,302,000
+11.1%
17,667
-5.7%
0.66%
-1.6%
Q1 2020$1,172,000
-21.4%
18,733
-0.4%
0.67%
-11.6%
Q4 2019$1,491,000
+8.0%
18,817
+0.5%
0.76%
-1.6%
Q3 2019$1,381,000
+3.3%
18,7200.0%0.77%
-0.3%
Q2 2019$1,337,000
-3.0%
18,720
-2.0%
0.77%
-4.8%
Q1 2019$1,379,000
-5.9%
19,111
-9.0%
0.81%
+28.5%
Q4 2018$1,466,00021,0060.63%
Other shareholders
ISHARES TR shareholders Q4 2020
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