John W. Brooker & Co., CPAs - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 544 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.9%.

Quarter-by-quarter ownership
John W. Brooker & Co., CPAs ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,796,626
-4.9%
19,450
-1.2%
1.14%
-7.0%
Q2 2023$1,888,310
+3.8%
19,682
+0.1%
1.22%
+1.4%
Q1 2023$1,819,682
+8.9%
19,657
-0.1%
1.20%
+10.3%
Q4 2022$1,670,247
-2.2%
19,678
-10.3%
1.09%
-0.5%
Q3 2022$1,708,000
-7.1%
21,946
+0.2%
1.10%
-2.4%
Q2 2022$1,838,000
-17.5%
21,907
-1.9%
1.12%
-7.0%
Q1 2022$2,229,000
-3.5%
22,341
+2.3%
1.21%
+1.7%
Q4 2021$2,311,000
+297.1%
21,846
+275.1%
1.19%
+262.2%
Q3 2021$582,000
+454.3%
5,824
+458.9%
0.33%
+437.7%
Q2 2021$105,000
+7.1%
1,042
+0.8%
0.06%0.0%
Q1 2021$98,000
+145.0%
1,034
+132.9%
0.06%
+134.6%
Q4 2020$40,000
+14.3%
444
+0.7%
0.03%
+8.3%
Q3 2020$35,000
+9.4%
4410.0%0.02%
+4.3%
Q2 2020$32,000
+18.5%
441
+0.9%
0.02%
+21.1%
Q1 2020$27,000
-22.9%
4370.0%0.02%
-13.6%
Q4 2019$35,0004370.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders