EVOKE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 557 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$84,336,140
-7.8%
913,025
-4.2%
2.97%
-6.6%
Q2 2023$91,440,706
+5.6%
953,103
+0.4%
3.18%
+0.8%
Q1 2023$86,557,615
+3.2%
949,513
-3.9%
3.15%
+3.9%
Q4 2022$83,858,903
+6.8%
987,970
-2.1%
3.03%
-4.4%
Q3 2022$78,548,000
-7.9%
1,009,220
-0.7%
3.17%
+0.6%
Q2 2022$85,299,000
-16.6%
1,016,796
-0.8%
3.16%
-5.8%
Q1 2022$102,306,000
-6.3%
1,025,315
-0.6%
3.35%
-2.8%
Q4 2021$109,208,000
+4.5%
1,031,715
-1.3%
3.45%
-12.2%
Q3 2021$104,470,000
-1.4%
1,045,536
-0.2%
3.92%
-2.3%
Q2 2021$105,970,000
+5.9%
1,047,240
-0.4%
4.02%
-11.2%
Q1 2021$100,086,000
+2.7%
1,051,874
-2.1%
4.53%
-31.2%
Q4 2020$97,455,000
+11.4%
1,074,238
-1.8%
6.57%
-7.3%
Q3 2020$87,454,000
+7.7%
1,094,266
-0.7%
7.09%
-9.9%
Q2 2020$81,228,000
-99.9%
1,101,839
-5.5%
7.87%
-24.2%
Q1 2020$72,988,671,000
-18.1%
1,166,512
-3.5%
10.39%
-5.3%
Q3 2019$89,137,814,0001,208,64810.97%
Other shareholders
ISHARES TR shareholders Q4 2021
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