Golden State 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
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,494,000
-4.7%
14,973
+1.1%
0.29%
+8.5%
Q4 2021$1,567,000
+6.9%
14,813
+1.0%
0.27%
-15.4%
Q3 2021$1,466,000
+6.1%
14,667
+7.4%
0.32%
+4.6%
Q2 2021$1,382,000
+7.1%
13,658
+0.7%
0.30%
-28.2%
Q1 2021$1,290,000
+5.7%
13,560
+0.8%
0.42%
+20.1%
Q4 2020$1,220,000
+26.8%
13,451
+11.8%
0.35%
+9.9%
Q3 2020$962,000
+28.4%
12,034
+0.6%
0.32%
-2.4%
Q1 2020$749,000
+17.8%
11,967
+38.8%
0.33%
+57.1%
Q3 2019$636,000
-6.2%
8,620
-6.4%
0.21%
-2.3%
Q2 2019$678,000
+2.1%
9,208
+0.1%
0.22%
-3.2%
Q1 2019$664,0009,1970.22%
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